Wholesale Bundle Archives - Plugin Republic https://pluginrepublic.com/category/wholesale-bundle/ WooCommerce Plugins Fri, 14 Oct 2022 10:15:56 +0000 en-US hourly 1 https://pluginrepublic.com/wp-content/uploads/2020/10/cropped-favicon-1-32x32.png Wholesale Bundle Archives - Plugin Republic https://pluginrepublic.com/category/wholesale-bundle/ 32 32 The 6 best plugins for setting up wholesale prices in WooCommerce (2022) https://pluginrepublic.com/best-woocommerce-wholesale-prices/ https://pluginrepublic.com/best-woocommerce-wholesale-prices/#respond Tue, 01 Feb 2022 12:45:07 +0000 https://pluginrepublic.com/?p=1631651 Find out the best WooCommerce wholesale prices plugins and how you can use it to sell to both retail customers and wholesale customers.

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Want to offer your customers wholesale pricing without having to manually adjust each product price?

There are many benefits of setting up a wholesale store. It helps you grow your customer base and increase sales as you can sell to retail customers as well as wholesale buyers. Plus, you can use it to offer exclusive discounts and deals to members only.

In this article, we’ll show you how to set up a wholesale store, while comparing all the top plugins that allow you to create wholesale pricing rules, membership sites, and coupon codes.

Let’s put everything into context before we begin.

Benefits of using a wholesale pricing system

The wholesale pricing system works great for online stores selling products to regular customers and wholesale buyers. Regular customers can freely browse your product catalogue while members access exclusive products. This way, you can set products at a special price or create a private store for members only on your site.

By using a wholesale pricing system, you can also offer discounts on bulk purchases. This encourages wholesale buyers to purchase from you and incentivises regular customers to add more products to their cart to get a discounted price on their orders. In addition, you can set up prices that encourage distribution via wholesalers as they might restock their inventory from your online store.

As a result, you can effectively increase your sales and grow your bottom line. With more customers visiting your WooCommerce store, your business gains more market share. Additionally, you’re able to expand your customer base and enhance the growth of your business in the long run.

Using a WooCommerce wholesale prices plugin

WooCommerce by default doesn’t have built-in support for offering discounted prices or setting up bulk pricing. It only lets you set the regular price (and a sale price) for all products.

If you want to modify the regular price, you can manually alter each individual product’s retail price which is time-consuming, inefficient, and prone to error.

If you’re selling products wholesale on your online store, it’s important to be able to create different pricing tiers for your products and set different prices for different customers on your online store. For instance, if you sell a ‘T-shirt’ product, you may want to charge wholesale customers $10.50 while a regular customer can purchase it for $14.

This is where a WooCommerce wholesale prices plugin comes into the picture. You can use it to make bulk orders or discounts available to members only.

Top wholesale plugins for your WooCommerce store

Choosing the best WooCommerce wholesale prices plugin can be complicated.

Let’s take a closer look at some of the top wholesale plugins for your WooCommerce store. We’ve split them into three different categories based on wholesale features to make it easier to find the exact plugin you’re looking for.

#1. WooCommerce Wholesale Plugin Bundle

The WooCommerce Wholesale Plugin Bundle is an all-in-one solution for creating a full-fledged WooCommerce wholesale store.

Out of the box, the WooCommerce Wholesale Plugin Bundle lets you create multiple pricing levels on your online store. You can create role-based pricing, offer bulk discounts to customers, create dynamic pricing rules, offer tier-based pricing, and set multiple pricing rules by category, user role, or product.

It also helps you manage new user registrations on your WooCommerce wholesale store and create custom user roles. You can create and pre-approve customer registrations. This lets you quickly register new customers and makes it easier for new customers to purchase from your wholesale store. It’s perfect for store owners that want to sell to registered wholesale buyers.

In addition to this, using the WooCommerce Wholesale Plugin Bundle, you can also create private wholesale stores. A private wholesale store lets you hide products and categories from specific users on your online store and display different prices for different user roles. This way, you can create and offer exclusive deals and discounts for members or wholesale buyers on your WooCommerce store.

The WooCommerce Wholesale Plugin Bundle’s pricing starts at $89 for the Basic package.

Let’s take a closer look at the two powerful plugins included in the WooCommerce Wholesale Plugin Bundle:

WooCommerce Fees and Discounts

The WooCommerce Fees and Discounts plugin lets you customise various pricing options on your WooCommerce store.

WooCommerce Fees and Discounts

Create powerful pricing incentives quickly and easily

Find Out More

You can create dynamic, bulk, and role-based pricing, which can be product-based, cart-based fees, or discount codes that can apply to any product on your online store.

The WooCommerce Fees and Discounts plugin also lets you collect fees on each transaction from the customer or apply discount codes based on user roles. This is perfect for offering discounts to specific types of customers, such as affiliate users. It lets you offer fixed discounts and percentage discounts and create tiered pricing by setting minimum quantities and maximum quantities.

The entry-level pricing plan of the WooCommerce Fees and Discounts plugin starts at $59.

WooCommerce Members Only

The WooCommerce Members Only plugin offers all the functionality you need to create and run your membership site and sell wholesale-only products.

WooCommerce Members Only

Protect your content and sell members-only products

Find Out More

Using the plugin, you can turn your online shop into a membership site where only members can get access to specific products, content, or purchase with special offers. This plugin is perfect if you don’t want your whole site closed off for regular customers but still offer some exclusive features like wholesale discounts or access to a wholesale members-only forum.

WooCommerce Members Only pricing starts at $59 per year for the Basic package.

#2. Wholesale for WooCommerce

The Wholesale for WooCommerce plugin lets you manage wholesale prices, products, and sales on your WooCommerce wholesale store.

Using the plugin, you can create custom user roles and offer role-based pricing on your products. This also lets you create and manage multiple wholesale user roles on your WooCommerce site.

You can then offer different prices and discounts based on the customer’s user role. It lets you offer global discounts, category-based discounts, and product-based discounts. You can also use it to hide prices of wholesale products on your WooCommerce site from logged-out or guest user roles. This lets you offer a more unique shopping experience and create a private store for wholesale members on your WooCommerce site.

The Wholesale for WooCommerce plugin’s pricing starts at $99 per year. However, there is a free version of this plugin, Wholesale for WooCommerce Lite, that simply allows you to set wholesale pricing on products and product variations, and assign a ‘wholesaler’ role to customers.

#3. WooCommerce Wholesale Suite

WooCommerce Wholesale Suite is a professional wholesale plugin that lets you easily add wholesale functionality to your regular WooCommerce store.

Using the plugin, you can create multiple wholesale pricing levels and manage them across multiple levels either on a fixed or percentage basis. You also have access to extensive product visibility options that let you control which user roles can access specific products and categories across your wholesale store.

In addition to this, you can use product quantity or order quantity to offer exclusive deals and discounts on your WooCommerce store. This helps encourage all types of customers to add more products to their cart so that they receive a discount or special price on their orders.

The WooCommerce Wholesale Suite is also famously known for its one-page ordering form for wholesale customers. You can create a streamlined order form for wholesale customers as a way to let them quickly purchase from your store. As a result, it helps enhance the user experience and encourages more sales.

The WooCommerce Wholesale Suite pricing starts at $148.50 per year for the Growth Bundle. Note that you can also get the WooCommerce Wholesale Prices & B2B Plugin, which is the basic version of the Wholesale Suite plugin, for free. You get reasonable functionality for setting wholesale prices in this plugin alone. For example, you can show or hide retail prices from wholesale customers, or hide prices altogether until customers log in. You can also disable WooCommerce coupons for wholesale customers.

#4. Dynamic Pricing

Dynamic Pricing is a simple yet powerful WordPress plugin designed to let you offer bulk discounts and role-based pricing on your WooCommerce store.

This plugin is perfect for creating different types of pricing based on product, category, or user roles. It offers a simple way to apply discounts and promotions thanks to its conditional discounts.

For instance, you can create a dynamic pricing offer “Buy 5, get 10% off”. This way, customers will receive a 10% discount on the product if they purchase at least five units. It makes it easy to boost sales and increase the average order value on your WooCommerce wholesale store.

The Dynamic Pricing plugin’s pricing starts at $129 per year.

#5. WooCommerce Product Table Ultimate

The WooCommerce Product Table Ultimate plugin is a one-off solution for displaying your WooCommerce products (including variable products) in a sortable table-style layout that encourages easy and quick shopping.

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

This is why the plugin is perfect for wholesale order forms and restaurants that want to list a large number of products without ruining the shopping experience. The WooCommerce Product Table Ultimate plugin enables you to create sortable and filterable tables that can list hundreds of products and variations by category, tag, or custom query.

In addition to this, it also allows you to display product tables anywhere on your site, including replacing the shop page and archive pages. It’s also incredibly flexible and lets you choose which information to display in the table layout such as the product price and add to cart button. Customers can add products (simple products or variable products) to their cart and proceed to checkout without going to the single product page.

You can set up the WooCommerce Product Table Ultimate plugin to work as a wholesale order form of sorts.

The WooCommerce Product Table Ultimate plugin pricing starts at $59 for the Basic package.

#6. ELEX WooCommerce Role-Based Pricing Plugin

The ELEX plugin

This is a free plugin that gives you quite a bit of flexibility in terms of role-based pricing. You can set up your product catalogue and configure wholesale pricing and custom pricing for any other user groups relevant to your store.

You also have the option to hide product listings from certain user groups, which is handy if you don’t want your regular customers to see wholesale prices and vice versa.

The main drawback of this plugin is that all these features only apply to simple products, and not variable or grouped products. There are also a few other limitations that you should keep in mind. For example, you can’t hide individual products from specific user roles or set up customer-specific discounts.

How to set up WooCommerce wholesale pricing using plugins

In this tutorial, we’ll show you how to use the top plugins for setting up WooCommerce wholesale prices yourself and creating a full-fledged wholesale store.

Step #1: Install the WooCommerce wholesale prices plugins

  1. Start by getting the WooCommerce Wholesale Plugin Bundle and installing both plugins on your WooCommerce site. Once you have the .zip files for the plugin, navigate to Plugins → Add New from the WordPress admin panel.
  2. Upload the plugins to install them and click on the Activate plugin button to continue.
  3. Now, navigate to the plugin settings page by going to WooCommerce → Settings → Members Only and click on the Licence link to activate the plugin. Enter your license key given to you at the time of purchase in the Licence key meta box and click on the Save changes button to continue. Similarly, we want to do this for the WooCommerce Fees and Discounts plugin. Simply navigate to WooCommerce → Settings → Fees and Discounts and click on the Licence link from the top. Once you’re done entering in your license key, click on the Save changes button to continue.

Step #2: Create a members-only area

  1. Now we need to create a members-only area and display products only for members on your WooCommerce site. Navigate to WooCommerce → Settings → Members Only and set the Restriction Method to Log In Status.
Members Only plugin settings
  1. Using the Restricted Content dropdown menu, select Specific Categories and select the product categories you want members to access using the text field next to Restricted Categories. Click on the Save changes button to continue.

Step #3: Create wholesale pricing rules

  1. Now we can apply discounts based on quantity, user role, category, and coupon codes using the WooCommerce Fees and Discounts plugin. Navigate to WooCommerce → Settings → Fees and Discounts and select the checkboxes next to Enable Dynamic Pricing and Enable User Role Pricing. Click on the Save changes button to continue.
Enable Fees and Discounts
  1. You can create pricing rules and apply discounts based on quantity, category, and user role. Click on the Add Rule button and select Bulk Pricing from the Offer type dropdown menu.
Tiered pricing
  1. Select Specific Categories from the Applies to dropdown menu and select your members-only categories using the “Buy” categories text field.
  2. Using the Tiers section, add your tiered pricing offer by setting a Min quantity and Max quantity. Select your discount or fees using the Adjustment dropdown menu and enter the amount in the text field beside it. Once you’re ready, click on the Save changes button to continue.
Shop page preview
  1. Members on your WooCommerce site can only view the products in the restricted categories on the front-end. This lets you display exclusive discounts and deals to wholesale members only.
Cart preview

Why use the WooCommerce Wholesale Plugin Bundle

Both the WooCommerce Fees and Discounts and the WooCommerce Members Only plugins work great with each other and let you create a fully functional wholesale store while still catering to regular customers.

One of the best parts about the WooCommerce Members Only plugin is the membership management page and wholesale registration form. Using the plugin, you can approve new user registrations and assign them specific user roles when they register.

Registration form

This lets you register wholesale customers or let them decide their user role when registering on your WooCommerce site. It’s a great way to effectively manage all membership registrations on your WooCommerce site using a single plugin.

Using the WooCommerce Fees and Discounts, you can offer your ‘VIP Members” exclusive discounts and special prices on certain items in your eCommerce store.

As a result, you can create a fully functional, robust WooCommerce wholesale store using just two plugins – one to enable members-only access and one for discounting.

Get started with the WooCommerce Wholesale Plugin Bundle

Setting up wholesale prices in WooCommerce by default isn’t possible unless you use a plugin. Using a wholesale pricing system you can create a private store for members only and offer them discounts on bulk purchases. This not only encourages wholesale customers to purchase from your online store but also helps you increase the average order value. This encourages wholesale customers to purchase from your online store and helps you increase the average order value.

The WooCommerce Wholesale Plugin Bundle features two robust plugins that stand out from other solutions: they enable easy member login even when paying by card, helps you stay connected with members via email newsletters over social media, and also help you create personalised experiences by allowing customers to pick their shipping costs and payment gateways.

In addition to this extensive functionality, you can also automatically send notifications based on customer activity such as refunds or abandoned carts instead of sending them yourself manually. If you’re looking for a more ‘hands-off’, all-in-one solution for creating and managing a professional WooCommerce wholesale store, the WooCommerce Wholesale Plugin Bundle is the right choice for you.

Ready to start setting up wholesale prices on your WooCommerce store? Get the WooCommerce Wholesale Plugin Bundle today!

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How to set WooCommerce wholesale prices https://pluginrepublic.com/woocommerce-wholesale-prices/ https://pluginrepublic.com/woocommerce-wholesale-prices/#respond Mon, 03 May 2021 08:51:16 +0000 https://pluginrepublic.com/?p=987744 Learn how to set WooCommerce wholesale prices in three different ways on your online store and sell to both retail and wholesale customers.

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Depending on the type of products you sell and your business model, you might consider selling to both retail customers and wholesale customers. Or you might just want to sell your products to different types of wholesale customers if you offer some sort of a membership or loyalty program. You can do this by creating user roles in WooCommerce and setting different WooCommerce wholesale prices.

This means that you can show different product prices to different user roles. This way, you can sell to both retail customers and wholesale buyers from the same store without having to add each product to your store twice. 

In this article, we’ll take a look at how you can set WooCommerce wholesale prices in your online store using the WooCommerce Wholesale Plugin Bundle.

How to use the Wholesale Bundle to set wholesale prices

The WooCommerce Wholesale Plugin Bundle packs two essential plugins: WooCommerce Members Only and WooCommerce Fees and Discounts.

The WooCommerce Members Only plugin lets you create wholesale user roles making it easy to sell products to wholesale buyers at wholesale rates. Additionally, you can also create multiple wholesale user roles if you have some sort of a membership program or loyalty program. This can help you set different prices for each wholesale user role. 

The WooCommerce Fees and Discounts plugin also comes with the Wholesale Bundle and lets you set wholesale prices for your products. This means that you can offer wholesale prices to the wholesale user roles you created using the Members Only plugin. Similarly, you can offer different wholesale prices to different wholesale user roles, if you’d like. 

There’s a demo site here that shows the features covered in this article in action.

Key features

The WooCommerce Wholesale Plugin Bundle enables you to create a wholesale store.

Here are the key features you can expect to get with the WooCommerce Wholesale Plugin Bundle:

  • A complete WooCommerce wholesale store. It provides an easy way for users to create their WooCommerce wholesale store. You can decide who sees your products so that only your wholesale buyers can buy from you. Additionally, you can also choose whether to pre-approve customer registrations or review them before they can register.
  • Create multiple pricing tiers. As a WooCommerce wholesale store, you need to create multiple pricing tiers to offer different prices and discounts to different wholesale buyers. The WooCommerce Wholesale Plugin Bundle lets users set different pricing tiers based on the user role. You can create multiple pricing rules by category, role, or product. Additionally, you can also define discounts and fees by user role.
  • Restrict access to products and categories. With the WooCommerce Wholesale Plugin Bundle, you can hide products and categories from users. This allows you to hide products and categories that are for wholesale buyers only from retail customers.

Now that you have a better understanding of how the WooCommerce Wholesale Plugin Bundle works, let’s take a look at a few examples where setting wholesale prices might be beneficial for the business.

Related Tutorial
You can also check out this article for a tutorial on creating a wholesale store in WooCommerce

Examples of businesses that might need to set wholesale prices

Here are some examples of businesses that might need to set WooCommerce wholesale prices:

#1. Businesses that sell to wholesale customers or different types of wholesale customers

Wholesale stores that sell grocery items, fabric, and accessories like sunglasses and watches may benefit from selling their products online. They can sell to a single type of wholesale customer or multiple types of wholesale customers, depending on their business model.

Here’s how you can implement this using WooCommerce:

You would need to create user roles for the different wholesale customers you sell to. For instance, you can create two user roles – ‘Silver Wholesale Customers’ and ‘Gold Wholesale Customers’.

Once that’s done, you can set WooCommerce wholesale prices for both types of wholesale customers. For example, you can charge ‘Silver Wholesale Customers’ the regular price whereas the ‘Gold Wholesale Customers’ gets 5% off on their order. Since your WooCommerce store sells to different wholesale customers, you can specify which wholesale user roles qualify for a discount.

#2. Businesses that sell to both retail customers and wholesale customers

Some business owners might consider selling to both retail customers and wholesale customers. Examples include stores that sell sports gear or pet care supplies.

Here’s what this implementation would look like:

Since you sell to two different types of customers, you would need to create two user roles. Create user roles for your ‘Retail Customers’ and ‘Wholesale Customers’ and add them to your online store. You can set prices for retail customers to your WooCommerce products as you normally would. Then, you can offer your ‘Wholesale Customers’ a discount, either flat or percentage-based. For instance, wholesale customers might qualify for a 10% off on their order.

So, if retail customers buy tennis rackets for $6 each, wholesale customers can buy a set of 12 for $68.40.

Setting different pricing rules

With the WooCommerce Wholesale Plugin Bundle, you can also set up different levels of pricing.

This means that for different user roles you can offer flat discounts or percentage-based discounts. Additionally, you can offer discounts on all products or selected products by category or on a per-product basis.

Here’s a pricing structure you might consider implementing on your WooCommerce store if you sell to both retail customers and wholesale buyers:

  • Retail customers. These customers pay the full amount you’ve set for each product.
  • Silver wholesale customers. These are wholesale customers that qualify for a 5% discount on their total order value.
  • Gold wholesale customers. These are wholesale customers that pay annual membership fee and qualify for a 10% discount on their total order value.
  • VIP wholesale customers. These are wholesale customers that are part of your wholesale loyalty program. They qualify for a 10% discount on their total order value and a flat discount on select products.

This way, you can encourage wholesale buyers to sign up for your wholesale loyalty program or membership program. As a result, you’ll be able to increase your average order value and boost sales.

How to set WooCommerce wholesale prices (in three different ways)

Here, we’ll show you how you can set WooCommerce wholesale prices in three different ways.

We’ll assume you already have a WooCommerce store set up with some products added to it. You’ll also need to get the WooCommerce Wholesale Plugin Bundle and install it on your website if you haven’t done so already.

Step #1: Set WooCommerce wholesale prices

First, we need to create a new user role for ‘Wholesale Customers’. After activating the WooCommerce Members Only plugin, go to WooCommerce > Settings > Members Only and click on the ‘User Roles’ tab. Once you’re done adding a new user role for wholesale customers, click the ‘Save changes’’ button to continue. This will add ‘Wholesale Customers’ as a user role to your WooCommerce store.

Wholesale customer user role settings

The next step is to set WooCommerce wholesale prices. To do this, activate and install the WooCommerce Fees and Discounts plugin and navigate to WooCommerce > Settings > Fees and Discounts to configure the plugin’s settings.

Fees and Discounts general settings

Tick the checkbox next to ‘Enable User Role Pricing’ to enable role-based pricing on your WooCommerce store and click the ‘Save changes’ button to continue. Click on the ‘User Role Pricing’ tab to set WooCommerce wholesale prices. 

Set wholesale prices WooCommerce

From the drop-down menu under ‘Adjustment’, you can set the type of discount that will be applied to your products. You can enter the amount of discount in the number field under ‘Amount’. Once you’re done, click the ‘Save changes’ button to continue. This will set WooCommerce wholesale prices globally on your online store.

Here’s what it’ll look like on the front-end:

WooCommerce wholesale prices preview

You can also set WooCommerce wholesale prices per product. To do this, go to WooCommerce > Settings > Fees and Discounts > User Role Pricing and enter the user role you’d want to specify the price for in the text field next to ‘Roles’ under the ‘Role Price Fields’ section.

Role price field

You can enter multiple user roles if you’d like. Once you’re done click the ‘Save changes’ button to continue. This will enable an additional product price field for each specified role in the product’s edit page:

Per product price

Step #2: WooCommerce wholesale prices for product variations

You can set WooCommerce wholesale prices for product variations using the WooCommerce Fees and Discounts plugin. This way, you can enter different prices per variation for specific roles. 

This is particularly useful if you sell products composed of different materials. For example, if you sell kitchen countertops, you might want to charge different prices for granite and marble countertops in the same size and shape. 

To do this, navigate to WooCommerce > Settings > Fees and Discounts > User Role Pricing and select the checkbox next to ‘Role-based prices for variations’. Next, enter the wholesale user roles in the ‘Role Price Fields’ field and click the ‘Save changes’ button to continue.

Role price variations

This will display an additional role-based pricing field for each specified role in the product’s edit page. You can set the wholesale price for each product variation by entering an amount different from the price of the product variation that regular customers pay. 

Variation price adjustment

Step #3: WooCommerce product add-on prices

You can also set different prices for add-on fields depending on the user role. For this, we’ll need to use the WooCommerce Product Add-Ons Ultimate plugin. 

The WooCommerce Product Add-Ons Ultimate plugin lets you customize your products by adding extra options such as text boxes, dropdowns, checkboxes, and radio buttons. It also allows users to set WooCommerce wholesale prices for different user roles. 

Let’s say you offer engraving options to let customers personalize their product. You might consider offering wholesale buyers a discounted rate. You can set this using the WooCommerce Product Add-Ons Ultimate plugin with the WooCommerce Wholesale Plugin Bundle.

Here’s how:

After installing and activating the WooCommerce Product Add-Ons Ultimate plugin on your WooCommerce site, go to WooCommerce > Settings > Product Add-Ons and enter the wholesale roles that should have different prices set in the ‘Role-based Pricing’ field. 

Add-ons wholesale prices

Once you’re done, click the ‘Save changes’ button. This will display an additional price field for each specified role for every add-on you create:

WooCommerce wholesale prices for add-ons

Conclusion

Selling to both retail customers and wholesale customers or different types of wholesale customers is a great way to boost your average order value and grow your bottom line.

The WooCommerce Wholesale Plugin Bundle makes it easy to set WooCommerce wholesale prices on your online store. You can also set role-based wholesale prices for product variations and add-on fields so that you have more flexibility selling variable products and customized products.

Ready to set WooCommerce wholesale prices on your online store? Get WooCommerce Wholesale Plugin Bundle today!

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How to exempt user roles from tax in WooCommerce https://pluginrepublic.com/woocommerce-tax-exempt-user-role/ https://pluginrepublic.com/woocommerce-tax-exempt-user-role/#respond Tue, 13 Apr 2021 09:28:22 +0000 https://pluginrepublic.com/?p=951410 Find out how to exempt certain user roles from tax

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Some companies and organizations that do business with you might ask you to tax exempt their user role in WooCommerce. By providing your customers with a tax exemption at checkout, you make it easier for them to buy from you.

As an online store owner, you probably already know that WooCommerce doesn’t provide tax exemption options out of the box. If you sell to different types of customers, you need a way to exempt tax for certain user roles such as wholesale users or customers that are exempt from EU VAT.

Using the WooCommerce Wholesale Plugin Bundle, you can exempt some user roles from tax when they shop at your online store. 

Why you might want to exempt some user roles from tax

If most of the products you stock are sold to both wholesale and retail customers, you might need to provide tax exemption on checkout for specific user roles.

For those unfamiliar, tax exemption is when some amounts of income are excluded from taxation. Being tax-exempt means that some or all of a transaction, entity, or person’s income isn’t subject to tax. Providing tax exemption for some user roles on your WooCommerce store can help you honor tax exemption status. In addition to this, it also helps you deliver a better customer service experience.

Knowing when you need to exempt some user roles from tax is important. Let’s take a look at a few examples of when you might need to tax exempt some customers: 

  • Wholesale buyers. Wholesale buyers purchase goods from you in order to sell the products later at a profit. A wholesaler may claim a tax exemption on the products they purchase from your WooCommerce store.
  • Resellers. Sellers that have a resale certificate are exempted from paying sales tax when they purchase certain goods. In most cases, businesses that have resale certificates usually either resell or use the purchased goods as parts in their product offerings. 
  • Tax-exempt nonprofit organizations. Nonprofit organizations and charities need tax exemptions so that they can continue organizing events, raising funds, and providing information on public policy issues. 
  • Adjust to the tax laws of specific countries (EU VAT). EU region-specific customers and businesses have an EU VAT tax that applies to them when they purchase goods and services within the European Union. By exempting tax from EU-specific customers, you allow them to pay the EU VAT on their own under their EU VAT number.

Tax exemption on your WooCommerce online store is beneficial for both retail and wholesale customers. Additionally, this can help improve customer service and make it easier for everyone to buy from you. 

How to exempt user roles from tax in WooCommerce

Here, we’ll show you how you can exempt user roles from tax in WooCommerce using the WooCommerce Wholesale Plugin Bundle. This bundle is actually two plugins: Fees and Discounts and Members Only.

For this tutorial, we’ll assume you already have a WooCommerce store set up with some products added to it.

Step #1: Install and activate the plugins

Install and activate the Wholesale Plugin Bundle on your WordPress website. 

Fees and Discounts license key

Once that’s done, head over to WooCommerce > Settings > Fees and Discounts > Licence and enter the license key. Click the ‘Save changes’ button to continue. We’ll use this plugin to tax exempt user roles in WooCommerce.

Additionally, navigate to WooCommerce > Settings > Members Only > Licence and enter the license key.

Member's Only license key

Click the ‘Save changes’ button at the bottom of the screen to continue. The Members Only plugin makes it easy to create a user role on your online store. This is particularly useful for store owners that haven’t created user roles for the different types of customers they sell to.

Step #2: Create tax exempt user roles

Now that you have the WooCommerce Members Only plugin installed on your WordPress site, you can start creating some tax-exempt user roles. 

Navigate to WooCommerce > Settings > Members Only > User Roles to create some user roles. This will make it easy to exempt them from tax. 

Create tax exempt user role

Here, you can select one of your existing user roles and duplicate them. For instance, we can take the ‘Subscriber’ user role and duplicate it to become the ‘Wholesale Buyer’ user role.

EU VAT user role

From the dropdown menu next to ‘User roles’, select the desired user role to create a tax-exempt role. Enter the name of the tax-exempt user role in the text field next to ‘New role name’ and click the ‘Save changes’ button to continue. 

Step #3: Set tax exempt roles

Now that you have created some tax-exempt roles, you can start setting user roles for tax exemption at checkout on your WooCommerce store. 

Navigate to WooCommerce > Settings > Fees and Discounts > Tax to set user roles for tax exemption. 

Tax exempt user role

From the drop-down menu, select the tax-exempt user roles you created in Step #2 and click the ‘Save changes’ button to continue.

Step #4: Preview

Now that you’ve set up some user roles to be exempted from tax, here’s what it’ll look like on the front-end of your WooCommerce store.

Regular retail customers will see the amount they’ll be charged in tax:

Retail customer preview

Tax-exempt user roles, on the other hand, will see the price of the product without tax:

Tax exempt user role preview

Conclusion

By providing tax exemption to some user roles on your WooCommerce store, you make it easier for customers to buy from you. This also helps you deliver a better user experience on your online store. As a result, you can attract more customers to your store, increase sales, and grow your bottom line. 

We explained how you can exempt user roles from tax in WooCommerce. Hopefully, you’re in a better position to take things further yourself.

Ready to start providing tax exemption for some user roles on your WooCommerce store? Get the WooCommerce Wholesale Plugin Bundle now!

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Sell food products online with WooCommerce – your ultimate guide https://pluginrepublic.com/sell-food-products-woocommerce/ https://pluginrepublic.com/sell-food-products-woocommerce/#respond Fri, 22 Jan 2021 15:08:44 +0000 https://pluginrepublic.com/?p=796621 Learn how to sell food online using the WooCommerce Product Table Ultimate plugin, boost your average order value, and offer discounts.

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Over the years, technology trends have changed the way people shop. People prefer to buy all sorts of products online, including food. As a food business owner, you need to sell food online to make it easier for prospective customers to buy from you.

In this complete guide, we’ll go over a step-by-step tutorial on how to set up an e-commerce store to sell food products online. We’ll also cover everything you need to start selling food online and share some actionable tips to help you get started with a step in the right direction.

We’ve even got a complete demo site – introducing Pickle Republic, online home of artisan pickles.

Before we begin, let’s take a step back to see why you would want to sell food online in the first place and some examples of food you can start selling today!

Why you would want to sell food online

From a consumer perspective, it’s easier to place orders for food online and have it delivered to your house instead of having to go to a restaurant, eatery, or store. It’s also faster considering you don’t have to wait in a queue. All you have to do is place your order online, choose a payment method, and have the food delivered straight to your doorstep.

This goes for all sorts of food – meals, preserved food items, homemade food, bakery goods, groceries, and artisan foods.

Moreover, there’s a low barrier to entry in the industry which makes selling food online a compelling option for merchants. There are many popular niche food products that you can start selling through your food business. Some examples are vegan food, gluten-free food, and foods for people on a specific diet.

The best part about selling food online is that you can deliver a convenient shopping experience to your customers. They can easily order food online through your website and choose their preferred form of payment.

Examples of food you can sell online

Having a great idea for a food business isn’t enough. You also have to test its viability which includes determining whether the food product you’re looking to sell has a market.

If it does then you need to ask yourself:

  • How can you differentiate your product from other food businesses selling similar products?
  • Is there is an untapped niche opportunity that you can cater to?
  • How will you handle the legal side of things?
  • What’s the shelf life of the food products you want to sell?
  • Can your food products be sold online and shipped to customers in a timely way?
  • Will you ship food items to customers in the same city, different cities, and different countries?

If you have difficulty coming up with a product idea, we recommend checking the current food trends and identifying one that you can target. For each product idea, you should do proper research which includes checking search volume and Google Trends.

It also helps to gather information about what your competitors are selling, how they’re pricing their products and the areas they’re selling to.

Here are some examples of popular, niche food you can sell online:

  • Artisan pickles, spices, or chocolates
  • Gourmet foods e.g. cakes and macaroons
  • Vegan food
  • Gluten-free food
  • Dried insects

What you need to sell food products online

Before we jump into the tutorial, let’s do a quick rundown of some of the important things you should look out for before you start selling food products online. These include legal requirements and insurance, food storage, shipping, and handling, and the tech side of things.

If you do thorough preparation, get the proper licenses, and carefully track everything, you can successfully prevent your business from running into legal problems. However, if you don’t, this could have severe consequences for you and your business.

As an online food seller, you’re exposed to both civil and legal liabilities which means you can be jailed, all your products can be confiscated and destroyed, your business shut down, or you might have to pay a hefty fine.

In addition to this, you’ll need to acquire additional licensing if your product is considered complicated or is categorized in a specific set of categories such as meat, fish, and various agricultural products. In this situation, you should consult a lawyer with expertise in food law. Even though this seems like an expensive option for a new business owner, the cost would be even higher if you run into legal issues down the road.

Recommendations

Here are some recommendations to bear in mind if you decide to handle the legality part on your own:

  • Learn and implement proper practices to handle and store food items.
  • Track and trace your supply chain. Research suppliers and ask for referrals.
  • A lab test can help you check your products’ quality. Labs can enable you to detect trace elements that may lead to allergic reactions. It’s important to provide this information on your food website.
  • Carefully maintain records. Keep track of all items coming in and leaving your facility.
  • Maintain good terms with food inspectors as they can help you point out any issues and help you resolve them.
  • Obtain liability insurance to make sure that you’re protected if someone gets sick.

There are a number of other factors you should consider when selling food items online such as storing perishable items and special requirements. For example:

  • Do the food items need to be kept refrigerated at the facility and during shipping?
  • Are there special packing materials you need to use to ship the food items? Example: plastic containers, aluminum foil, or ziplock?

Shipping and handling

You also need to think about which areas you can reasonably offer shipping to without the food spoiling. You have to spend a lot of time and resources to streamline your shipping processes. And the challenges associated with shipping food are enormous, particularly when delivering outside the country.

You’ll also need to consider the potential restrictions and additional costs with the transport of your product to the destination country. By getting a better understanding of shipping laws, you can prevent any potential confusion.

We recommend enlisting the services of a third-party fulfillment provider that has experience in handling and storing food products.

Your tech stack

From a technical standpoint, to create your own online food store, you’ll need two things: a WordPress site and WooCommerce.

WordPress and WooCommerce are both open-source which means you can get started for free. Plus, you’ll have complete control over your website’s design and functionality and you won’t have to worry about violating platform rules and losing business. The best part is that you get to keep all of the profits. Hosted e-commerce platforms charge a commission for selling products online.

Both tools are easy to set up and get started with. In the next section, we’ll show you step-by-step how to sell food online using WooCommerce.

How to display your food products using WooCommerce Product Table Ultimate

The first step is to add your food items to WooCommerce. You’ll need to add each food item as an individual product. Once you’ve added all of your food items as WooCommerce products, come back to this guide to continue with the rest of the tutorial.

We’ll use the WooCommerce Product Table Ultimate Plugin to display food items in a table layout. This makes it easy for customers to quickly find what they’re looking for and add it to their shopping cart.

WooCommerce table layout for food products

The WooCommerce Product Table Ultimate plugin lets you add as many product tables to your site as you want. You can create separate product tables for different product categories. You’ll also be able to create a single page order form and allow customers to add multiple products to the cart in a single click. This is particularly useful for anyone that’s looking to sell food online.

Get the WooCommerce Product Table Ultimate plugin and install it on your WordPress website. Activate the plugin using the license key by going to WooCommerce > Settings > Product Table Ultimate > License. Click the ‘Save Changes’ button to continue.

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

Step #1: Choose which columns to display

The first step is to configure the WooCommerce Product Table Ultimate plugin’s settings for your online food store. These settings help you modify how the product table is shown on your site’s front-end.

WooCommerce Product Table Ultimate settings

You’ll need to modify the following settings to create a front-end table layout that shows food items in a user-friendly way: 

Columns

This field lets you display specific columns in the front-end product table. For example, you’ll be able to show the product’s thumbnail, name, short description, price, and add to cart button. Simply enter thumbnail, name, short-description, price, add-to-cart in the ‘Columns’ field.

Add to cart column

The ‘Show quantities on add-to-cart column’ option allows you to display quantity selectors in the product table. If you set this option to ‘Yes’, your customers will be able to choose the quantity of the product they’d like to purchase. A quantity field will be created next to the add to cart button which lets them set the product quantity. This is particularly useful for selling food online.

Product sources

This field allows you to list specific WooCommerce products in the product table. The dropdown list contains the available options including all, callback function, categories, and tags. If you want to list all products, set this to ‘all’. Otherwise, you can list specific product categories using the ‘categories’ option – more on this later.

Variations display

The ‘Variations display’ field lets you display WooCommerce products with variations. Available display options for variable products are ‘Redirect to parent page’, ‘As separate rows’, and ‘As dropdowns in parent row’. This depends on the type of food items you’re selling.

If you sell, say, three variations of a few products, it’s better to go with the “As dropdowns in parent row” option. However, if most of the food products you sell have a dozen (or more) variations then you’re better off going with the “As separate rows” option to increase product visibility.

Order table by 

The ‘Order table by’ option lets you choose the sort order of the table. You can add various sorting options namely, product ID, title, date, price, rating, popularity, and menu order.

Order

This field enables you to list the products in ascending or descending order using the dropdown list.

Products per page

The ‘Products per page’ field enables pagination and lets you set the number of WooCommerce product variations to be shown on a single page. Setting this field to ‘0’ will disable pagination i.e. all the products will be listed on a single page.

Enable add selected button

You can add a checkbox before each row in the table by setting this field to ‘Yes’. This way, customers will be able to browse through the product table, select multiple products, and quickly add them to their shopping cart with a single click.

For more information on how to set up the WooCommerce Product Table Ultimate plugin, check out the complete documentation.

Step #2: Add the product table to a page

In the previous step, we looked at how to configure the Product Table Ultimate plugin to list food items in a user-friendly table layout. Using WooCommerce Product Table Ultimate, you can display a product table on your site’s front-end using a Gutenberg block or a shortcode.

The first thing you need to do is create a new page that you’ll add the product table to. From your WordPress dashboard, go to Pages > Add New and give a title to your page. You might call it something like “Order Artisan Pickles Online”.

Product table Gutenberg block

We recommend adding a Gutenberg block to the Gutenberg editor to showcase your food items in an order form layout. With this, you’ll get a visual representation of the table in the back-end as you’re building your page. This helps you easily adjust the WooCommerce product table to your liking before publishing it.

To add the product table to a Gutenberg block, simply click the ‘New Block’ icon. Search for the ‘Product Table Ultimate’ block and the table will be added to the text editor. You’ll be able to change its parameters from the ‘Block’ menu on the right.

Preview the page on the front-end after you’re done. It should show a neat product table that lets customers place their orders. The table should look something like this:

Sell food online pickles

Step #3: Display different categories in different tables

If you’ve been following along, all of your WooCommerce products should be displayed in an order form style layout on your website’s front-end. If you’re looking to sell different types of products through your store, the one-page order form layout may not be ideal for you.

Instead, you might want to display products from different categories on separate pages. In other words, you could display food items from a specific WooCommerce category in a product table and food items from a different category in another product table. The WooCommerce Product Table Ultimate plugin can help you do that.

To show different categories in different tables, simply split the table into individual sections based on product categories. For example, if you sell pickles and preserves you can have two categories: Pickles and Preserves.

Or if you sell grocery food items, you can list yogurt, butter, milk, cheese, and ice cream in one product table (e.g. Dairy) and bread, cereals, pasta, rice, and popcorn in another (e.g. Grains). This will help customers easily find the exact product they want to buy and place their order.

As we don’t want to include all of the products in one table, we’ll create a separate product table for each WooCommerce category.

Find out the category ID

First, you’ll need to find out the WooCommerce category’s ID you’d like to display in the product table. Open a new tab, go to Products > Categories to view a list of all of your WooCommerce categories.

Category ID

If you hover over a product category, you’ll be able to see a link for that category page at the bottom of the screen. It has the ‘tag_ID=’ followed by a number that is the category ID. In the image below, the ID number of the ‘Pickles’ category is 16. Similarly, the category ID of ‘Preserves’ is 17.

Modify the Gutenberg block settings

Use the dropdown menu to select ‘Categories’ in the ‘Product Source’ field. Enter ‘12’ in the ‘Categories’ field. If you want, you can show multiple categories in the table. For this, enter a comma-separated list of category IDs in this field.

Preserves

Update the page after you’re done. If you preview the page on the front-end, it should now display products from the specified category (or categories) only.

Display multiple product tables

Using the WooCommerce Product Table Ultimate plugin, you can display multiple product tables on each page. For example, if you sell pickles and preserves, you could create a separate product table for each and display them on the same page.

Sell food online multiple tables

How to offer discounts and membership incentives using WooCommerce Wholesale Plugin Bundle

Many food businesses offer memberships and various types of discounts (such as quantity discounts) to boost sales.

Offering discounts and membership deals are a great way to incentivize customers to buy more from you, increase your average order value, and deliver a delightful brand experience. You can do this with the WooCommerce Wholesale Plugin Bundle.

Get the WooCommerce Wholesale Plugin Bundle and install it on your WordPress site. Activate it using the license key.

Method #1: Bulk discount

You can offer bulk discounts to encourage patrons to buy more from you. Offering discounts on large orders is a great way to clear out inventory. With bulk discounts, you’re essentially offering a lower price based on the unit of products they purchase. This can help you boost sales. 

Bulk discount

Here’s how you can create bulk discounts in your WooCommerce-powered food store:

  • Head over to WooCommerce > Settings > Fees and Discounts > Dynamic Pricing.
  • Click on the ‘Add Rule’ button and select ‘Bulk Pricing’ in ‘Offer type’.
  • The ‘Tiers’ option lets you add as many tiers as you want for your pricing rules.

Moreover, you can also choose which products to apply bulk discounts to. For this, go to the ‘Applies to’ option and set either all products, specific products, or specific product categories.

Bulk discount product page

You can set either a fixed discount or a percentage discount for each new tier you create using the WooCommerce Wholesale Plugin Bundle. Lastly, you can choose to show a bulk discount product table on your website’s front-end that lists the product price for each tier.

For more ideas on how to create quantify-based rules for your online store, check out our tutorial on WooCommerce discounts.

Method #2: Role-based members discount

You should offer role-based members discounts when you want to encourage people to become members. This revenue model lets you charge membership fees and you can also offer different discounts for different membership levels.

It’s a great way to generate recurring income for your food store. Plus, when your membership program starts to take off, you can sell food products in more creative ways. For example, you can sell bundled products or subscription products.

Check out our article on offering members discounts for more ideas.

As a WooCommerce store owner, you can easily cater to different types of buyers by setting multiple pricing levels. Doing so also means you don’t need to add the same product to your store more than once to show different prices to customers based on their membership level.

Create member user roles

Using the WooCommerce Wholesale Plugin Bundle, you can create member user roles for your membership site.

Create new member user role

Here’s what you need to do:

  • Head over to WooCommerce > Settings > Members Only
  • Click on the ‘User Roles’ tab
  • Select a user role to duplicate using the ‘User roles’ option
  • Enter the name of the new user role e.g. ‘Silver Member’
  • Click the ‘Duplicate role’ button to continue

Discount types

The WooCommerce Wholesale Plugin Bundle lets you choose from two different price adjustment types:

  • Percentage Discount. It is suitable for offering your customers a percentage discount on all your products. For instance, you might offer a 5% discount to your membership buyers.
  • Fixed Discount. This is useful when you’re looking to offer a fixed amount off the total price of a product. For instance, you might set this to $10 to give membership buyers a $10 discount.

Offer member discounts

Here’s how you can configure pricing rules for different customers:

Discounts for members

  • Head over to WooCommerce > Settings > Fees and Discounts
  • Go to the ‘General’ tab, make sure the ‘Enable User Role Pricing’ option is checked.
  • Head over to the ‘User Role Pricing’ tab.
  • Set the percentage or fixed discounts for each user member role.

You can even configure the pricing rule for different types of customers on a per-product basis. Go to our WooCommerce user role pricing tutorial to learn more. And if you want to learn about how to increase your order value, check out our article on WooCommerce tiered pricing.

Conclusion

As more and more people take to ordering food online, it’s time to start selling food products online.

Setting up an e-commerce store to sell food online is simple and easy. A well-designed, e-commerce site can help you deliver a great shopping experience while making it easy for customers to place orders.

Once you’ve decided what you’d like to sell and taken care of the legal side of things, you can use the WooCommerce plugin to set up your food store. We explained how you can start selling food online using the WooCommerce Product Table Ultimate plugin and the WooCommerce Wholesale Plugin Bundle. Hopefully, you’re in a good position now to take the next steps.

Bonus: Learn how to create a takeaway order form to enhance the online ordering experience!

Ready to set up your online food store? Get the WooCommerce Product Table Ultimate plugin today!

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

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Selling beauty products online – your complete guide https://pluginrepublic.com/sell-beauty-products-online/ https://pluginrepublic.com/sell-beauty-products-online/#respond Sun, 20 Dec 2020 08:34:19 +0000 https://pluginrepublic.com/?p=744280 Everything you need to know about setting up your online beauty store in WooCommerce

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This article will walk you through all aspects of selling beauty products and cosmetics online. We’ll be using the world’s most popular ecommerce platform – WooCommerce.

Whether you are already running a bricks and mortar beauty product shop and you want to expand online, or you are looking to start selling makeup and cosmetics from home, this tutorial should tell you everything you need to know about going online.

We’ll look at how to get started with WooCommerce, plus several extended features.

These include how you can offer discounted pricing to certain customers and even create an entire wholesale area if you wish. This will apply to you especially if you are running a B2B beauty products business.

Selling beauty products online makes it easy for your customers to buy from you, especially if you have a large stock range and part of this tutorial will show how you can display your products to make it easier for customers to find what they want.

There’s a demo site for you so that you can see how each aspect of the store works in real life.

Selling beauty products online demo site

Let’s get started.

Using WooCommerce to sell beauty products online

If you don’t already know, WooCommerce is the most popular ecommerce platform in the world. It’s been downloaded over 120 million times from the WordPress plugin repository.

Its popularity means that there’s a huge community around WooCommerce. This in turns means that you have great choice around things like themes and plugins.

Setting up WooCommerce

For how to set up WooCommerce, you can take a look at this detailed guide on how to set up WooCommerce. This includes a seven point guide to installing and configuring WooCommerce.

Choosing a theme

It’s sometimes feels that there are more WordPress themes than there are stars in the sky.

For the demo site, I’ve just used Storefront, the default WooCommerce theme, but of course you’re welcome to choose whichever theme you like.

Storefront is a great place to start because it’s simple to use. You can add all your products and get the site running – then choose a different theme afterwards if you like.

Adding your products

Once you’ve installed and set up WooCommerce, you can start to add you products. There’s a tutorial here on how to add products to WooCommerce.

If you have a lot of products, you can also consider importing them through a CSV file. WooCommerce has a built-in importer/exporter feature and you can find documentation for that here.

Let’s take a look at how our demo site will look after we’ve added our first products.

Sell beauty products online with WooCommerce

So far, so good. We’ve got our beauty products online, typical items like shampoo, conditioner, soap, etc and customers can start buying from us.

Now let’s take a look at extending some features of our store.

Discounts for bulk purchases

Bulk discounts is a common feature for any online store selling beauty products. When a user orders more of a product, they get a discounted price.

We’ll take a look at a number of options for creating discounts in your store. Then we’ll use these options when we look at setting up a wholesale beauty products store online.

First, let’s look at how we can set up bulk discounts in our cosmetics store by using a plugin that’s designed expressly for this purpose: WooCommerce Fees and Discounts.

WooCommerce Fees and Discounts

Create powerful pricing incentives quickly and easily

Find Out More

How to set up bulk discounts in your cosmetics store

Using the Fees and Discounts plugin, it’s easy to set up bulk discounts for our products.

Let’s take a simple example and apply discounts for the following quantities:

  • Buy between 11 and 20 items, get a 10% discount
  • Between 21 and 50 items, get a 15% discount
  • Buy more than 50 items, get a 20% discount

You can see how that looks on a standard product page here.

Sell beauty products online with bulk discounts

Notice how the price is displayed as a range: £15.20 – £19.00. And there’s a pricing table showing the different discount levels.

Setting up a bulk discount

To set up your bulk discount, install and activate the Fees and Discounts plugin. You’ll get full guidance when you purchase the plugin and you can view how to get started here.

Once activated, here’s how you can create your beauty products discounts:

  • Go to WooCommerce > Settings > Fees and Discounts
  • Click the ‘Dynamic Pricing’ sub heading
  • Click ‘Add Rule’
  • Choose ‘Bulk Pricing’ in the ‘Offer type’ field
  • Enter your discount tiers
Bulk discount settings

You can see in the settings above, I’ve chosen ‘Percentage Discount’ as the adjustment type. But you can also choose a fixed discount – or even to add a fixed or percentage fee.

Setting different discounts for different products

Fees and Discounts allows us to be flexible in how we apply discounts in our store.

The discount rule I created above will apply the same discounts to all products. But maybe we want to have different discounts for different products and/or categories.

To create different discounts by product:

  • Update the rule we made above so that the ‘Applies to’ field is set to ‘Specific categories’. (You could set this to ‘Specific Products’ instead if you wished).
  • In the ‘Buy Categories’ field, enter the categories that should receive the discount. The rule will apply to all the products in this category.
  • Click ‘Save changes’
Bulk discounts by category settings

You can create multiple rules with different discounts that will apply to different products and categories.

Related Tutorial
You can take a look at this article for more details about bulk discounts in WooCommerce

Other types of offers

You might also plan to run other types of promotions when you’re selling your beauty products online. A typical example is ‘Buy One Get One Free’.

To create a ‘Buy One Get One Free’ offer in Fees and Discounts, add a new rule with the following settings:

  • Change ‘Offer type’ to ‘Buy X Get X’
  • Then enter the number of items that the customer needs to purchase in the ‘Buy’ field – in this case 1
  • Enter the number of items that the customer will receive in the ‘Get’ field – again 1
  • You can use ‘Percentage Discount’ as the adjustment type and 100 as the amount to discount 100% of the price of eligible items
Buy one get one free settings

Now when the user adds two qualifying items to their cart, they’ll get the second one free.

Buy one get one free in the cart

You can be flexible with this type of rule by choosing how many items the user must buy in order to qualify for the deal, how many items the user receives once they qualify, and what sort of discount they get. So you can create ‘Buy Two Get One Half Price’ and so on.

Applying discounts for certain customers

We’ve looked at several options for how you might like to offer certain discounts when you’re selling beauty products online. Let’s now look at how you might offer some or all discounts only to certain customers.

To decide which customers are eligible for discounts or alternative pricing, we’ll use WordPress roles. You can find out more about roles from the link below but essentially they’re a way of giving different users different permissions on your site.

Related Tutorial
There’s a more detailed tutorial on user role pricing here

Creating differential pricing for customers when selling beauty products online

We’ll need another plugin, WooCommerce Members Only, to allow us to apply discounts in this way. Luckily, the Fees and Discounts plugin and the Members Only plugin are bundled together at a discount. They’re available as the WooCommerce Wholesale Plugin Bundle:

With both these plugins installed and active, we’ll look at some different methods to apply pricing adjustments for different users.

Applying bulk discounts by user role

Let’s look at a couple of quick scenarios.

Firstly, let say that we only want to apply a bulk discount to certain users. The way to do that is to assign those users a certain role. Then you can update the bulk discount rule so that it only applies to that role.

Note that for all role-based pricing to work, you need to require the user to log in to make a purchase. To do so:

  • Go to WooCommerce > Settings > Accounts & Privacy
  • Ensure the ‘Allow customers to place order without an account’ field is unchecked

How to create a new user role

The first thing we need to do is to create a new role for our users who will have preferential pricing. We do this via the Members Only plugin:

  • Go to WooCommerce > Settings > Members Only > User Roles
  • In the ‘User roles’ field select ‘Customer’
  • Then in the ‘New role name’ field enter the name of your new customer role. In this case, I’ve called the new role VIP Customer
  • Click ‘Duplicate role’

This will create a new user role called VIP Customer.

How to assign a new role to a user

Now we need to assign this role to any customers that we want to offer our preferential bulk discount to. To change a customer’s user role:

  • Go to Users
  • Find the user whose role you want to change
  • Select the new role from the ‘Role’ field

Defining role-based bulk discounts

Finally, we just need to update the bulk pricing rule that we created earlier:

  • Go to WooCommerce > Settings > Fees and Discounts > Dynamic Pricing
  • In the ‘Roles’ field, enter the roles that are eligible for the discount
Settings for bulk discount by role

Now, only users with the role of VIP Customer will get the special bulk discounts.

Setting different product prices by role

Let’s briefly look at an alternative way to offer your customers different pricing based on their role.

Instead of applying discounts, we can actually define different product prices for each user role. So a normal customer would get one price but a VIP customer would get a different price.

To enable role-based pricing for your beauty products:

  • Go to WooCommerce > Settings > Fees and Discounts > User Role Pricing
  • Enter the roles that should have alternative product prices in the ‘Roles’ field

Click ‘Save changes’.

Now go to a product where you’d like to apply a different price for VIP customers. You’ll see that there’s a new product price field specifically for that user role. Enter the preferential price here.

Now, for this product, standard users will see one price (£15 in this example) and VIP Customers will see a different price (£12.50). You can apply this to as many products as you like.

Our beauty products store is taking shape. We’ve added all our products and created a number of discount scenarios. This all works well if your primary sales channel is retail – but what if you’re selling beauty products wholesale?

Creating a wholesale beauty products store online

You can decide whether you want your store to be retail only (B2C), retail and wholesale (B2C and B2B), or just wholesale (B2B).

Furthermore, you can decide whether some products are retail only, or wholesale only, or retail and wholesale.

You can offer different prices for different wholesale customers, or offer them all the same prices.

You can choose to hide wholesale products from retail customers, or you can let retail customers see wholesale products but hide the price, or you can let retail customers see wholesale products and prices but just not be able to purchase them.

There are a lot of options for selling beauty products wholesale. Luckily, we’ve already covered a lot of the basics in creating discounts and roles above. We just need the Wholesale Plugin Bundle:

Let’s look at a few ways we can extend what we’ve already covered for a wholesale shop.

Creating multiple wholesale customer roles

In your wholesale beauty products store, you might have several levels of wholesale user. Each level is entitled to receive different prices and discounts.

This is easy to accomplish. Just repeat the steps above to create new user roles for each level.

Then either create bulk pricing rules for each user role or assign different prices for each role.

Here’s an example product which has different prices for Wholesale Level 1 Customer and Wholesale Level 2 Customer roles. Of course, you can name your roles however you like.

Wholesale beauty products user levels settings

Restricting wholesale products from retail customers

There are several options for choosing how to show or hide wholesale products from non-wholesale customers. Let’s have a look at couple of those options.

Hiding all wholesale products

In the first scenario, we have different products available to wholesale customers, which we want to restrict from non-wholesale customers.

In order to hide wholesale products from retail customers:

  • Go to Products > Categories and create a new category called ‘Wholesale’
  • Assign all your wholesale products to this category
  • Go to WooCommerce > Settings > Members Only
  • Set ‘Restriction Method’ to ‘User Role’
  • Change ‘Restricted Content’ to ‘Specified Categories’
  • In the ‘Restricted Categories’ field, enter the categories that you wish to keep hidden
  • Then in the ‘Permitted User Roles’ field, enter the roles that are allowed to see the restricted categories
  • Finally, check the ‘Hide In Archives’ setting

Now, only customers with one of the wholesale user roles will be able to see the wholesale products.

Preventing retail customers from purchasing wholesale products

The second scenario is a slight variation of the first. In this version, we don’t mind if our retail customers see wholesale products, we just don’t want them to be able to buy them.

So in the place of an ‘Add to Cart’ button we’ll display a button that links to the registration form. To do this, change the settings from the first scenario above:

  • Deselect ‘Hide In Archives’
  • Enable ‘Access Product Pages’
  • Enter some text to replace the ‘Add to Cart’ text, e.g. ‘Log in to purchase’
  • Check the option to ‘Redirect from Add to Cart Button’. This will redirect the user to the log in page when they click the button
  • Finally, select ‘Hide Price’

Now the user can see the product but they’re prompted to register or log in.

Related Tutorial
You can find out more about hiding products from users in this article

Approving new registrations

As the owner of a store selling wholesale beauty products, you’ll want to control which users can purchase at wholesale prices. You might also want to ensure that you approve any new registrations.

Enabling user approval

If you would like to manually approve or reject every new user registration on your site:

  • Go to WooCommerce > Members Only > Registration
  • Check the ‘Enable User Approval’ option

Now you’ll get notified of every registration by email. You’ll be able to click a link on the email that will approve or reject the registration.

Registration fields

You can also set some different options on the registration form if you like. For one thing, you might want the user to select what type of customer they are – e.g. retail or wholesale.

You might also want them to enter further details about themselves, including their billing addresses.

Finally, you might want to ask them for additional information like their VAT number.

For all this:

  • Go to WooCommerce > Settings > Registration
  • In ‘Additional Registration Fields’, check which fields should appear on the registration form and which are required fields

To enable a field where users can select their role:

  • Check ‘Enable Roles Field’
  • Then select which roles the user should be able to choose from
  • You can also define which roles require your approval

Related Tutorial
See this article for further options on approving user registrations

Selling wholesale beauty products online – recap

That’s about it for looking at wholesale options. We looked at various methods of setting discounts, how to create different membership levels, and how to control registration.

Related Tutorial
For a complete guide to creating a wholesale store in WooCommerce see this article

Listing large numbers of products

Now let’s think about a different aspect of the site.

Sell beauty products online with WooCommerce

You can see that our shop page is an orthodox layout with products organised on the page in rows of three each. This is how most online stores present their products.

However, depending on your store, you might find this isn’t the ideal layout for you. For one thing, if your users are likely to be adding multiple items to their basket, they just want to scan down a list of items and add as they go.

Selling beauty products using WooCommerce Product Table Ultimate

Using a table layout for your products makes a lot of sense whether it’s retail or wholesale. It’s especially true if your users tend to order a lot of products at a time.

That’s where the WooCommerce Product Table Ultimate plugin comes in.

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

The Product Table Ultimate plugin reorganises your shop page so that products are listed in a table format.

Selling beauty products online with a WooCommerce table layout

Users are able to scan products more quickly and simply need to check a box to add them to their cart. They can also set quantities for each product without needing to actually click into each product page. So the flow is much quicker.

Using a table layout essentially turns your shop page into a highly interactive order form, improving the user’s experience and maximising your sales.

How to create product tables

After you’ve installed and activated the Product Table Ultimate plugin, you can create your first product table:

  • Create a page for the table by going to Pages > Add New
  • Give your page a title
  • Insert the ‘Product Table Ultimate’ block on the page

You can configure the table using the options on the right. Let’s look at the most important ones:

  • Columns: this field defines what information you display about each product. Choose from the following list: sku, thumbnail, name, short-description, attributes, categories, tags, price, add-to-cart
  • Products Source: choose whether to display all products or only products from certain categories
  • Variations Display: if you’re using variable products you can choose whether to display each variation on its own row or as part of the main product
  • Products per Page: choose how many products to list per page

Related Tutorial
There’s a more detailed article on using product tables to create wholesale order forms here

WooCommerce wholesale order form

How to sell beauty products online – recap

This tutorial should have given you everything you need to start selling beauty products and cosmetics online. We looked at how to set up WooCommerce and start adding your products.

Then we looked at various ways to extend the store, including creating discounts, user roles and registration, and allowing wholesale customers.

Finally, we looked at an option to display your products in a table format, making it easier for users to scan and order your goods.

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

If you’ve got any questions, just leave a comment below.

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How to create a wholesale order form in WooCommerce https://pluginrepublic.com/how-to-create-a-wholesale-order-form-in-woocommerce/ https://pluginrepublic.com/how-to-create-a-wholesale-order-form-in-woocommerce/#respond Wed, 16 Dec 2020 15:50:34 +0000 https://pluginrepublic.com/?p=740789 Make it easier for your retail and wholesale clients to purchase your products

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The default WooCommerce store layout isn’t ideal for wholesale purchasing. This is because stores that cater to wholesale buyers have special requirements that are different from those of simple online retail stores. These stores would be better off using a WooCommerce wholesale order form that makes it easier for customers to buy more products, faster.

In this article, we’ll walk you through a quick, step-by-step tutorial to show you how you can create, configure, and display a WooCommerce wholesale order form on your site’s front-end.

Even better, there’s a fully functioning demo site so you can see how the finished site looks.

WooCommerce wholesale order form demo site

But first, let’s look at what WooCommerce wholesale order forms are and how they can help you deliver better user experience and increase sales.

What do we mean by a WooCommerce wholesale store?

A WooCommerce wholesale store lets you sell products at wholesale prices to wholesale customers. You can set it up alongside your retail store or keep it hidden so that only wholesale customers can access it.

The benefit of building an online wholesale store is it lets you incentivize customers to buy more from you. It’s also a great way to increase sales.

Depending on your preferences, you can choose to set up either a wholesale store where you sell products to wholesale customers only or to both wholesale customers and retail customers.

Why you need a WooCommerce wholesale order form

The default WooCommerce store layout displays all the products in a grid layout. The products are listed in rows and columns with 3 to 4 products per row.

This layout may work well for stores that have a few products and those that sell to retail customers only. However, the default layout doesn’t show product details and only displays the product’s image, name, price, and add to cart button.

The default WooCommerce purchasing user flow also offers a poor shopping experience to wholesale buyers who typically need to buy lots of products from your store. You need to make it easier for them to find products and add them to their cart.

Instead, you can display your products in a table view.

WooCommerce wholesale order form table

Here are some of the benefits of displaying products using a WooCommerce wholesale order form:

  • Customers can see more products on one page: A WooCommerce wholesale order form helps you show more products per page. This way customers can select multiple products in one go without going to individual product pages.
  • Customers can buy products, set quantities, and select variations from the same page: A WooCommerce wholesale order form allows customers to view more products at once as compared to the default WooCommerce store layout. They can select multiple products, set quantities, and add them to their cart at once. This is especially useful for customers who already know what they want to buy such as wholesale buyers.
  • Customers can add multiple products to cart at once: A WooCommerce wholesale order form lets you display products in an easy-to-read format. You can show product details like the product’s description, reviews, and SKUs in separate columns for each product.

WooCommerce wholesale plugins

To build our store, we’re going to need a couple of extra plugins.

A wholesale order form plugin enables customers to see more products on one page. Wholesale customers can buy products, set quantities, and select variations from the same page. In addition to this, they can add multiple products to cart at once.

The WooCommerce Product Table Ultimate plugin offers a simple way to create a wholesale order form with purchasing options. With this plugin, you can enable customers to see more products at a glance along with product details so it’s easier for them to make informed buying decisions.

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

A membership and discounts plugin lets different types of wholesale customers sign up and qualify for different discounts. For example, Gold Wholesale customers might qualify for a 10% off discount whereas Silver Wholesale customers may qualify for a 5% off discount.

WooCommerce Wholesale Plugin Bundle is a powerful membership and discounts plugin that lets you build a wholesale store. It can help you create multiple pricing tiers, combine wholesale price discounts and user roles, and restrict access to specific products and categories.

In addition to this, you’ll be able to set up an entire wholesale store or create wholesale areas on your website.

How to set up a wholesale store with a WooCommerce wholesale order form

The WooCommerce Wholesale Plugin Bundle lets you create wholesale order forms for your online store. It packs in both the WooCommerce Members Only and WooCommerce Fees and Discounts plugins to help you build a WooCommerce wholesale store and, optionally, offer member pricing.

Here’s what you need to do to set up a WooCommerce wholesale order form on your online shop.

Step #1: Create wholesale user roles

Most online wholesale store owners prefer to sell to both wholesale and retail buyers. One way to do this is by setting up a separate area for your wholesale buyers.

Additionally, by setting up multiple wholesale user roles for your WooCommerce wholesale shop, you’ll be able to display your products and prices in a more flexible way. For instance, you can choose to show different prices to different types of buyers. Or, you can show or hide certain products from certain types of buyers.

To get started, you’ll need to create wholesale user roles for your wholesale buyers.

Wholesale user role

  1. Navigate to WooCommerce > Settings > Members Only > User roles
  2. Click on the dropdown menu next to the ‘User roles’ field and select the ‘Customer’ user role
  3. In the ‘New role name’ field, give a name for your new role, e.g. ‘Wholesale Buyer’
  4. Click on the ‘Duplicate role’ button.

Let users register for specific user roles

You can also use the WooCommerce Wholesale Plugin Bundle to allow users to choose their user role at the time of registration. For this, all you have to do is add an extra field in your registration form. At the time of registration, customers will be able to choose the user role they’d like to register for.

Here’s how you can add a user role field to the WooCommerce registration form:

Register for user role

  1. Head over to WooCommerce > Settings > Members Only > Registration
  2. Select the checkbox next to the ‘Enable Roles Field’ option
  3. From the ‘Registration Roles’ section, select the roles you’d like to include in the role selection by ticking the role in the ‘Include’ column

In addition to this, if you want to be able to approve certain roles (such as Wholesale Buyer) but allow customers to register for other user roles (such as Retail Customer) immediately, tick the checkbox next to that user role in the ‘Needs approval’ column.

Step #2: Set up wholesale pricing and discounts

Now that you have created wholesale user roles, we can proceed to setting up some rules for WooCommerce wholesale prices:

Wholesale discount

  1. Head over to WooCommerce > Settings > Fees and Discounts
  2. Make sure ‘Enable User Role Pricing’ is checked
  3. Click ‘User Role Pricing’ in the sub menu
  4. Each user role is listed – you can set percentage or fixed discounts

Alternatively, instead of applying a single global discount, you can also set different prices for each product. Learn more about WooCommerce user role pricing and how to set it up.

Bulk discount pricing

Earlier we looked at how you can offer WooCommerce wholesale prices based on user role. Next, we’ll go over how you can offer bulk discount pricing.

Combining both these strategies enables wholesale customers to benefit from two discounts – an automatic discount depending on user role and a second discount for the quantity of products they purchase.

Wholesale dynamic pricing rules

  1. Navigate to WooCommerce > Settings > Fees and Discounts > Dynamic Pricing
  2. Click ‘Add Rule’
  3. Using the ‘Offer type’ field, select ‘Bulk Pricing’
  4. Add as many tiers as you’d like for your pricing rules

Related Tutorial
Here’s a step-by-step tutorial about setting up your own B2B store

WooCommerce B2B

Step #3: Display products in a WooCommerce wholesale order form

So far, we’ve looked at how to set up the WooCommerce Wholesale Plugin Bundle and configure its default settings. Next, we’ll show you how to display the wholesale order form in a table layout on the front-end.

We’ll use the WooCommerce Product Table Ultimate plugin. Please note that this is not included in the Wholesale Plugin Bundle – it’s a separate plugin.

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

There are two ways for displaying the product table on your website’s front-end: by using a shortcode and by using a Gutenberg block.

Both methods require you to first create a new page to add that table to. To do this, go to Pages > Add New from the WordPress dashboard and enter a title for your page.

Using a shortcode

This method lets you show a WooCommerce wholesale order form on your website’s front-end by adding a shortcode in the WordPress classic editor. The benefit of using a shortcode is that it keeps your content easy to read and modify during the editing process.

For this, simply copy and paste the following shortcode on the page where you’d like to show the WooCommerce wholesale order form: [product_table_ultimate].

WooCommerce wholesale order form shortcode

Once you’re done, click on the ‘Publish’ button.

Using a Gutenberg block

You can also display products on the front-end by adding your product table to a Gutenberg block. This can be done by clicking the ‘New Block’ icon.

Search for the ‘Product Table Ultimate’ block and the product table will automatically be added to the text editor. You can change its parameters from the ‘Block’ menu on the right-hand side of the screen.

Preview the page on the front-end. You should be able to see a neat WooCommerce product table that lets customers place their orders. It should look something like this:

WooCommerce wholesale order form Gutenberg

You can see how this all works by visiting the demo page. Log in using the following details to see the same table with a 10% discount on all products:

U: wholesale
P: wholesale

Related Tutorial
Check out our complete guide on WooCommerce bulk order forms for more information

WooCommerce bulk order form

Bonus: how to display different categories of products in a table

By now, you should have all of your WooCommerce products in a list-style layout on your site’s front-end. If you sell different types of products then it might be a bit overwhelming for users to browse your product catalog.

You may want to show products from a certain WooCommerce category in one product table and products from another category in a different product table. This can be done with the WooCommerce Product Table Ultimate plugin.

You can see a simple example here.

To do this, you simply need to split the product table into individual sections depending on product categories. For instance, if you sell grocery items, you might consider displaying soaps, shampoos, and conditioners in one product table and pet food in another. This way customers will be able to easily find the exact product they want and place their orders.

Instead of listing all of the products in one product table, we’ll look at how you can display a separate product table for each WooCommerce category. The WooCommerce Product Table Ultimate shortcode can be modified to tell WordPress which category to show in that table.

First, you’ll have to find out the ID of the WooCommerce category you want to display in a table. In a new tab, open Products > Categories to view a list of all of your WooCommerce categories.

Category ID

When you hover over a category, you should be able to see a URL for that category page at the bottom of the screen. This includes the ‘tag_ID=’ followed by a number which is your category ID. In the screenshot below, the ID number of the ‘Pet food’ category is 16.

Modifying the shortcode

If you’re using a shortcode, modify it to [product_table_ultimate source=”categories” categories=”16″].

The source=”categories” tells the product table to show products from specific categories. And the categories=”16″ parameter tells it to show products from the category with the ID 16.

Modifying the Gutenberg block

Alternatively, if you use the Gutenberg block, you’ll be able to modify the configurations using the ‘Block’ menu on the right.

Gutenberg settings

  1. Select ‘Categories’ in the ‘Product Source’ field using the dropdown list
  2. Enter ‘16’ in the ‘Categories’ field. You can also show multiple product categories in a product table. Simply enter a comma-separated list of category IDs in this field

When you’re done, update the page and preview it on the front-end. It should now show products from the specified category only.

WooCommerce wholesale order form

Bonus #2: How to set minimum and maximum quantities and order amounts in your order form

Running a wholesale store means you might want to set minimum and maximum quantities and/or amounts. For instance, you might want to ensure that your customers purchase a minimum quantity of certain items.

You can do this using the WooCommerce Minimum Maximum Quantity and Order plugin. This allows you to set min and max quantities on products, globally, by category, and for individual products and variations. You can also set min max amounts for each product and for the entire order.

WooCommerce Minimum Maximum Quantity and Order

Maximise your store’s revenue by setting rules on quantity and values

Find Out More

There’s a helpful article on how to set minimum and maximum quantities in WooCommerce here.

Create your WooCommerce wholesale order form

Optimizing your WooCommerce order form for wholesale customers can help you improve their shopping experience.

Plugins like WooCommerce Product Table Ultimate plugin and WooCommerce Wholesale Plugin Bundle allow you to create a WooCommerce wholesale order form that lets you display all your products on one page.

We showed how you can create a WooCommerce wholesale order form and customize it in a variety of different ways. Hopefully, you’re in a better position now to take the next steps.

Ready to create a WooCommerce wholesale order form and increase sales?

Get the WooCommerce Product Table Ultimate plugin and the WooCommerce Wholesale Plugin Bundle today!

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

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WooCommerce B2B – how to build a business-to-business store https://pluginrepublic.com/woocommerce-b2b/ https://pluginrepublic.com/woocommerce-b2b/#respond Wed, 20 May 2020 09:50:02 +0000 https://pluginrepublic.com/?p=401133 Learn how to sell to B2B and B2C customers

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In typical situations, the number one e-commerce platform WooCommerce is the way users will create an online store for Business-to-Customer (B2C) and retail stores. However, you can also set up a WooCommerce B2B store.

There are only a few elements you need for your own WooCommerce B2B store:

  • The ability to create multiple pricing levels
  • A way to offer multi-tiered, role-based pricing and split users into different customer groups
  • The functionality to apply different types of discounts and show them on the checkout page
  • The ability to show or hide prices and products from specific types of customers

The easiest way to set up a WooCommerce B2B store is by using a plugin, such as the WooCommerce Wholesale Plugin Bundle.

In this guide, we’ll cover everything you need to know about WooCommerce B2B and show you how to set up your WooCommerce B2B store.

Let’s put everything into context before we begin.

Can you use WooCommerce to build a B2B store?

The short answer is: “Yes!” WooCommerce, when paired with the right WooCommerce B2B plugin, is perfect for creating a B2B store.

As a business owner, you might consider creating a WooCommerce B2B store if you want to sell products not just to other businesses but retail customers too. For example, you might sell clothes, shoes, appliances, or sports equipment to retail customers through your B2C-facing site. There might also be a separate section for B2B customers who purchase products in bulk.

This means you’ll need your WooCommerce B2B store to be able to sell to different types of customers. There are also various pieces of functionality that you’ll need for the task. For example:

  • Create multiple pricing levels for different types of customers
  • Offer multi-tiered, role-based pricing to buyers
  • Apply different types of discounts e.g. percentage-based discounts and fixed discounts
  • Set multiple retail and wholesale prices for products
  • Show (or hide) products and content from some types of customers
  • Approve users as B2B buyers at the point of customer registration

If you want more information on the different features you’d need from a WooCommerce B2B store, you’re in luck! We have a dedicated, step-by-step guide to WooCommerce wholesale stores that will be a fantastic companion to what we discuss in this article.

Introducing the best WooCommerce B2B plugins for building both a B2B and B2C store

WooCommerce is a flexible and extendable way to create an e-commerce store with WordPress. It lets you add products to your store, configure payment and shipping methods, and track customer orders.

However, the WooCommerce plugin doesn’t provide some essential B2B features you’ll need. For example, there is no option to create multiple pricing levels, or a way to offer role-based pricing to customers. For this, you’ll need a dedicated WooCommerce B2B plugin.

The WooCommerce Wholesale Plugin Bundle combines two powerful plugins – the WooCommerce Members Only plugin and the WooCommerce Fees and Discounts plugin – to help you set up a WooCommerce B2B store.

The bundle provides a few top-drawer features:

  • Build a WooCommerce B2B store. The WooCommerce Wholesale Plugin Bundle is the most straightforward way to build a WooCommerce B2B store. It offers almost everything you need to sell products to both B2B and B2C customers from your online store.
  • Choose to approve user registrations. You can handle the approval of B2B registrations for your online store. This makes it easy to keep track of B2B buyers and opens up incredible opportunities for personalising your marketing through email notifications.
  • Decide who can see your products. If you’re selling to both public and wholesale customers, you might want to restrict product visibility to specific users. For example, you might want to sell denim fabric in bulk to your B2B customers only.
  • Create multiple pricing structures. Combining bulk discounts and user roles to create multiple pricing levels is essential for WooCommerce B2B stores. The plugin bundle lets you set up tiered pricing or volume-based pricing to incentivise customers to buy more from you. This is a great way to increase your average order value.

What’s more, the process of creating your WooCommerce B2B store is a breeze. Let’s look into this next.

How to build a WooCommerce B2B store

To build a WooCommerce B2B store, you’ll need the WooCommerce plugin and the WooCommerce Wholesale Plugin Bundle. This includes both the WooCommerce Members Only and WooCommerce Fees and Discounts plugins.

Over the next few sections, we’ll walk you through how to build your own WooCommerce B2B store. However, we’ll assume that you have both plugins installed and activated. Once you have everything ready to go, you can start at step one.

Step #1: Create WooCommerce B2B and B2C user roles

Lots of B2B stores also want to sell to B2C buyers. For this, you’ll need to separate user roles for your B2B buyers.

The key benefit of creating multiple user roles for your WooCommerce B2B store is that it gives you more flexibility in terms of how you present your products and prices.

For example, you can choose to show or hide products from certain types of customers. You might even display different prices depending on the types of customers, which is important with regards to the tax exemption status of some wholesale businesses.

First though, you need to do is create two different user roles: one for your B2B buyers and another for B2C buyers.

The User roles page within WooCommerce.

Here are the steps you need to take:

  1. First, go to the ‘WooCommerce > Settings > Members Only > User Roles’ screen.
  2. Next, select the ‘Customer’ user role from the ‘User roles’ option.
  3. Here, enter a name for your new role, e.g. “B2B Buyer”.
  4. Finally, click ‘Duplicate role’.

You’ll then repeat the same steps for creating the ‘B2C Buyer’ user role. Of course, the difference here is the role name itself.

Bonus: Let users choose their user role during registration

The WooCommerce Wholesale Plugin Bundle has a flexible feature in that the user can choose their user role at the time of registration or checkout. This is possible through adding a custom field to your registration form on the back-end. This way, the customer can select the user role they’d like to register for. You can also better cater for guest users.

Adding registration roles within WooCommerce.

Here’s what you need to do to add a user role field to the WooCommerce registration form:

  1. At first, head to the ‘WooCommerce > Settings > Members Only > Registration’ page.
  2. Next, tick the checkbox next to the ‘Enable Roles Field’ option.
  3. Using the ‘Registration Roles’ option, choose which roles to include using the checkboxes in the ‘Include’ column.

You can be flexible with this using the ‘Needs Approval’ column. Checking boxes here will let you decide if you approve a new user role, or whether a user can register one without that approval.

We have a complete guide to WooCommerce user roles, and you’ll want to reference it during this point. It will give you more information and ideas on advanced ways to use the roles in question.

Step #2: Enable B2B user approvals

Depending on the type of WooCommerce B2B store you’re running, you might need a way to enable B2B user approvals. This way, you can easily keep track of your B2B customers and better manage customer relationships.

The WooCommerce Wholesale Plugin Bundle makes this incredibly easy with its WooCommerce Members Only plugin.

Enabling user approval for registrations within WooCommerce.

Here’s what you need to do to enable B2B user approvals:

  1. Head to the ‘WooCommerce > Settings > Members Only > Registration’ page.
  2. Tick the checkbox next to the ‘Enable User Approval’ option.

That’s it! Now, whenever a new B2B user registers for an account, you’ll get an email prompting you to either approve or reject their registration. We have more details on this feature within our article on WooCommerce user approvals.

Step #3: Configure pricing rules for B2B and B2C user roles

As a WooCommerce B2B store owner, selling products to both B2B and B2C customers becomes a whole lot easier when you set multiple pricing levels. The key benefit here is that you don’t have to add the same product to your store twice – once with prices for B2B buyers and another time for your B2C customers.

Setting user role pricing for wholesale customers and elite customers within WooCommerce.

With the WooCommerce Wholesale Plugin Bundle, you can configure two different price adjustment types:

  • Percentage Discount. This is useful for offering WooCommerce B2B customers a percentage discount on all products. For example, you could offer a 10 percent discount to your B2B buyers.
  • Fixed Discount. This option lets you offer customers a fixed amount off the total price of a product. For example, you could set this to $25 to give B2B buyers a $25 discount.

Here’s what you need to do to configure pricing rules for B2B and B2C user roles:

  1. Go to the ‘WooCommerce > Settings > Fees and Discounts’ screen.
  2. In the ‘General’ tab, make sure you tick the checkbox next to the ‘Enable User Role Pricing’ option.
  3. Next, head to the ‘User Role Pricing’ tab.
  4. Here, set the percentage or fixed discounts for each user role.

To enhance this more, you can also configure pricing rules for your B2B and B2C buyers on a per-product basis. We have an article on WooCommerce user role pricing that will give you more information. Out post on WooCommerce tiered pricing will also give you more ideas on how to increase your order value.

Step #4: Offer bulk discounts to WooCommerce B2B customers

In addition to configuring pricing rules for different types of customers, you can also offer bulk discount pricing to incentivise B2B buyers to buy more from you. Offering two discounts – one based on their user role and a second based on the quantity or units of products they purchase – is a great way to boost sales.

The Dynamic Pricing screen within WooCommerce.

Here’s what you need to do to create bulk discounts:

  1. Go to the ‘WooCommerce > Settings > Fees and Discounts > Dynamic Pricing’ screen within WordPress.
  2. Click ‘Add Rule’ and select ‘Bulk Pricing’ in ‘Offer type’ section.
  3. Add as many tiers as you need for your pricing rules using the ‘Tiers’ option.

In addition to this, you can also select which products to apply bulk discounts to. To do this, simply use the ‘Applies to’ option to apply bulk discounts to all products, specific products, or specific product categories.

The WooCommerce Wholesale Plugin Bundle lets you set either a percentage discount or a fixed discount for each new tier you create. Finally, you can choose to display a bulk discount table for each product page that shows the price for each tier.

The front-end of a WooCommerce store showing a bulk discount table.

As with the other features on show here, we have a full tutorial on WooCommerce discounts. This is going to be essential reading for more ideas on how to create quantity-based pricing rules for your B2B WooCommerce store.

Bonus: Prevent non-logged in users from making purchases

There are lots of reasons why you might want to prevent users who don’t log in from making purchases. To understand this, it’s important to consider the benefits of having a user who logs in by default. For example:

  • You’re able to keep track of the items your users buy, and the purchasing date.
  • There’s the opportunity to build both a loyal customer base and an email list.
  • You might also encourage B2B customers to buy more from you.

The Members Only screen in WooCommerce showing various restriction methods.

To restrict purchases to logged-in users, you’ll need to take two steps:

  1. Go to ‘WooCommerce > Settings > Members Only’ within WordPress.
  2. Set the ‘Restriction Method’ option to ‘Log In Status’ using the drop-down.

This way, whenever a prospective customer lands on your WooCommerce B2B store, they’ll be able to see the products in your shop but they won’t be able to add new items to their cart without logging in first.

To take things to the next level, you can also set up WooCommerce role-based payment gateways and WooCommerce role-based shipping methods.

Other ways to sell to WooCommerce B2B customers

The WooCommerce Wholesale Plugin Bundle isn’t a one-trick pony. You’re able to use the plugins in a multitude of different ways to enhance your WooCommerce B2B offering.

For example, you can offer bulk discounts for B2B customers, which is great for store owners who cater exclusively to B2B buyers. To do this, you’ll set up pricing rules that apply discounts to products on bulk purchases.

Alternatively, you can create a private B2B area on your site. This will let you hide B2B products from your retail customers. This approach is perfect for store owners who sell different products depending on whether a buyer is B2B or B2C.

Build your WooCommerce B2B store the right way using the WooCommerce Wholesale Plugin Bundle

On the whole, the right WooCommerce B2B plugin makes it a snap to create a B2B store using the market leading e-commerce platform. Using the WooCommerce Wholesale Plugin Bundle, you can build a WooCommerce B2B store that achieves a number of goals:

  • You can sell to both B2B and B2C customers.
  • You’re able to set user approvals for your B2B buyers.
  • You can configure pricing rules for B2B and B2C user roles.
  • There’s the opportunity to offer bulk discounts to your B2B customers based on the products they purchase.

If you want to start building your WooCommerce B2B store, the the WooCommerce Wholesale Plugin Bundle is one you’ll want to add to your cart today!

The post WooCommerce B2B – how to build a business-to-business store appeared first on Plugin Republic.

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WooCommerce role-based shipping methods (no coding required) https://pluginrepublic.com/woocommerce-role-based-shipping-methods/ https://pluginrepublic.com/woocommerce-role-based-shipping-methods/#respond Mon, 27 Jan 2020 16:38:38 +0000 https://pluginrepublic.com/?p=233013 Restrict or enable shipping methods by user role

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If you’d like to learn how to set role-based shipping methods in WooCommerce, read on. In this article we’ll look at the simplest way to restrict and enable different shipping methods for different user roles. And all without any coding.

What are WooCommerce shipping methods?

In WooCommerce, there are three core shipping methods:

  • Local Pickup – allows the user to collect the order themselves from your premises
  • Flat Rate Shipping – allows you to define a standard cost per despatched item
  • Free Shipping – allows you to offer free shipping to your customers

You can add one or more of these methods to each shipping zone that you create. For more information on this, check out the WooCommerce shipping documentation.

Why would we want to restrict shipping methods by user role?

Depending on the type of WooCommerce store you’re running, you might only want to offer certain shipping methods to certain roles.

For instance, if you have a wholesale store, you might want to offer only your wholesale customers the local pickup option. (See this article for guidance on how to create a WooCommerce wholesale store.)

Or, if you’re running a membership site, you might want to incentivise users to join up by offering free delivery to members. (See this article for guidance on how to create a WooCommerce membership site.)

How to set WooCommerce role-based shipping methods

Using the WooCommerce Members Only plugin, we can easily create role-based shipping methods.

WooCommerce Members Only

Protect your content and sell members-only products

Find Out More

Let’s look at two possible methods: restricting a shipping method so that certain user roles can’t use it; and enabling a shipping method so that only certain roles can use it.

Although these two methods might sound like they achieve the same thing, remember that some users (for example, users who aren’t logged in) won’t have a user role. So you need to decide whether it’s best to restrict or enable shipping methods.

By the way, take a look at this article for information on how to automatically set user roles in WooCommerce.

Or read this article for information about WooCommerce user roles in general.

How to restrict a shipping method by user role in WooCommerce

Let’s have a look first at how to prevent certain user roles from using a specific shipping method.

Perhaps our store has a couple of user roles – the ‘Customer’ user role and a new role that we created, ‘Wholesale Customer’. We’ve decided that we will restrict users with the ‘Customer’ role from using the Local Pickup shipping method.

  • Go to WooCommerce > Settings > Members Only > Shipping Methods
  • You’ll see all your shipping methods listed, each with ‘Restricted Roles’ and ‘Permitted Roles’ field
  • In the ‘Restricted Roles’ field of the ‘Local Pickup’ method, enter ‘Customer’ (or the role that you want to restrict)
  • Click ‘Save changes’ and that’s it. Users with the role of customer will not have the Local Pickup shipping method presented to them in the cart or the checkout
WooCommerce restricted role-based shipping methods

How to enable WooCommerce shipping methods for specific user roles

Now let’s look at how to enable certain user roles to use a specific shipping method.

In this example, let’s imagine that our store has several user roles which define users’ membership levels. So there’s ‘Gold Member’, ‘Silver Member’ etc. And perhaps we only want to enable Free Shipping for our ‘Gold Member’ users.

To do this:

  • Go to WooCommerce > Settings > Members Only > Shipping Methods
  • As above, you’ll see all your shipping methods listed, each with ‘Restricted Roles’ and ‘Permitted Roles’ field
  • In the ‘Permitted Roles’ field of the ‘Free Shipping’ method, enter ‘Gold Member’ (or the role that you want to restrict)
WooCommerce enable user role for free shipping
  • Click ‘Save changes’ and that’s it. Now, only users with the ‘Gold Member’ user role will get Free Shipping

Saying thank you to your users, whatever their role

What happens after every single user checks out using their chosen shipping method? They hit the Thank You page with a summary of their order.

The Thank You page is the most under-utilised page on your site – take a look at the WooCommerce Thank You Pages plugin to start marketing repeat sales to your customers from the moment they hit the ‘Place Order’ button.

Recap

This was a quick article explaining how to restrict or enable shipping methods by user role.

All you need is the Members Only plugin to enable role-based shipping.

WooCommerce Members Only

Protect your content and sell members-only products

Find Out More

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WooCommerce wholesale store: your step by step guide https://pluginrepublic.com/woocommerce-wholesale/ https://pluginrepublic.com/woocommerce-wholesale/#comments Tue, 26 Nov 2019 12:27:44 +0000 https://pluginrepublic.com/?p=166960 Find out how to create a wholesale store in WooCommerce

The post WooCommerce wholesale store: your step by step guide appeared first on Plugin Republic.

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Would you like to run a WooCommerce wholesale store where you offer different prices to wholesale and retail customers? This article sets out exactly how to create a wholesale store using the WooCommerce Wholesale Plugin Bundle.

Creating a WooCommerce wholesale store

We’ll look at some different options for how to create your WooCommerce wholesale store, from a very simple method to more complex functionality. In brief, these include:

  1. A simple method of providing bulk discounts to wholesale customers – this is a great option if you don’t need your customers to register with you
  2. Protected categories / wholesale area – this works if you want to keep some or all of your store hidden from the general public
  3. A full-scale wholesale site with multiple membership and pricing tiers – this option allows you to offer different prices to different user roles

There’s a fully working demo site for option 3 that you can view and even log in to, so that you can see exactly how each feature will look in real life.

We’re going to build up our store step by step, looking at each feature in turn.

Each option will feed into the next and you’ll be able to pick and choose which approach to take for your own store.

Why you should consider a WooCommerce wholesale store

This is an easy question to answer. In 2017, according to Statista, global ecommerce B2B sales were around $7.6 trillion.

That’s approximately three times B2C sales.

Related Tutorial
You might also want to take a look at this tutorial on how to build a B2B store in WooCommerce.

WooCommerce B2B

Our WooCommerce wholesale store features

Let’s look at the main features of our WooCommerce wholesale store. We’re going to create a demo store that sells sports accessories to both retail and wholesale.

Demo site

You can pick and choose which of these features you’d like to incorporate into your own wholesale store:

  • Create multiple pricing levels for retail and wholesale customers
  • Multi-tiered role-based pricing – give some customers bigger discounts
  • Apply discounts as a percentage or fixed value
  • Offer all customers the same products, but with different prices, or keep your wholesale and retails products separate
  • Easily apply discounts with a single rule for all products
  • Override global discounts by category or product, if required
  • Make products and categories ‘Wholesale only’ or ‘Retail only’
  • Show / hide content
  • Approve users when they register
  • Choose whether to exempt certain customer types from tax

WooCommerce wholesale plugins

To achieve these features, we’ll need a couple of WooCommerce extensions: the WooCommerce Members Only plugin and the WooCommerce Fees and Discounts plugin.

For the simplest option, you’ll only need one of the WooCommerce Members Only plugin or the WooCommerce Fees and Discount plugin. For the more complex options, you’ll need both. Luckily, you can buy them together in a single bundle – the WooCommerce Wholesale Plugin Bundle.

Together, they make the ultimate WooCommerce wholesale plugin. Let’s look at them individually to see how they’ll help us.

WooCommerce Members Only features

The WooCommerce Members Only plugin allows you to:

  • Protect products, posts and categories by user role or password
  • Create user roles

In this article, we’re using the Members Only plugin purely from the point of view of a wholesale store. However, you can use this plugin to create an entire WooCommerce membership site.

WooCommerce Fees and Discounts features

The Fees and Discounts plugin allows you to:

  • Create discount pricing rules by quantity
  • Set different prices by user roles

Option one: bulk discounts for wholesale customers

The absolute simplest way to create a WooCommerce wholesale store is just to offer customers a bulk discount when they purchase above a certain quantity of product.

With this method, you don’t need to create different user roles. A wholesale customer is just a customer who orders above a certain quantity.

In this ultra-simple version of a wholesale store, we’ll create some pricing rules that will apply discounts to our products when the customer buys in bulk. Our retail customers, who purchase in smaller quantities, won’t receive the discounts.

You can achieve this just with the WooCommerce Fees and Discounts plugin.

How to create bulk discounts for wholesale customers

We’ll just take a look at how to use Fees and Discounts to create simple bulk pricing rules.

We’re going to use this method throughout this article, even for the more complex options.

To create a simple discount rule:

  1. Go to WooCommerce > Settings > Fees and Discounts
  2. Click the ‘Dynamic Pricing’ link in the submenu
  3. Choose ‘Bulk Pricing’ in the ‘Offer type’ field
  4. Create as many pricing tiers as you like. In the example below, we’ve created a 20% discount if the user purchases between 101 and 500 items; and a 30% discount if the user chooses more than 500 items
Simple WooCommerce wholesale bulk pricing rules

Display bulk pricing

We can display our different price levels in a nice table that displays on the product page. This gives our customers a clear view of how many products they need to qualify for different discounts.

Note that the price is also displayed in a range – in the example above, $35 – $50. This clearly shows the customer that discounts are available.

If you’d like to display the price range in a slightly different format, e.g. ‘From $35’, please see this support article.

Read this article to find out more about WooCommerce bulk discounts.

Or, if you just want to hide products, read this article on hidden products in WooCommerce.

Option two: a private wholesale area

With this method, we’re taking a different approach. We’ll build a wholesale store which has a separate area for our wholesale customers.

Because wholesale products will be hidden from retail customers, we don’t need the Fees and Discounts plugin to set pricing rules. Instead, we’ll just use the Members Only plugin to help us create a private wholesale area in our store.

This method is fine if your retail and wholesale products are different, or you only have a few products. Otherwise, it can difficult to manage so you might want to consider option three, which combines wholesale user roles with pricing rules.

Even so, it’s still worth reading this section as it introduces the Members Only plugin and covers some of the techniques we’ll use when creating our completed WooCommerce wholesale store.

Using Members Only to create a protected wholesale area

In this version of a wholesale store, we’re going to assign all our wholesale products to a certain category then hide this category from any user who does not have the correct permissions.

We’re going to use the WordPress concept of user roles to achieve this. If you’d like to know how to use passwords to protect content instead, take a look at this post.

This method involves five steps:

  1. Creating user roles for retail and wholesale customers
  2. Creating products categories for wholesale products
  3. Assigning products to the wholesale category
  4. Assigning user roles to our customers
  5. Protecting the wholesale category using Members Only

How to create user roles for wholesale and retail customers

We’re going to differentiate between our wholesale and retailer customers by giving them different user roles.

User roles are the method that WordPress uses to decide what users can do on a site. Different user roles have different permissions (properly called capabilities).

We’ll use user roles just to identify our wholesale customers.

To create a new user role in WooCommerce Members Only:

  1. Go to WooCommerce > Settings > Members Only > User roles
  2. Select the ‘Customer’ user role
  3. Enter a name for your new role, e.g. ‘Wholesale customer’
  4. Hit ‘Duplicate role’
Create WooCommerce wholesale customer user role with Members Only plugin

You can repeat this process to create a ‘Retail customer’ user role as well.

Create a wholesale product category in WooCommerce

Now we’re just going to create a product category that only our wholesale customers will be allowed to access.

To create a new product category:

  1. Go to Products > Categories
  2. Enter the name of your category, e.g. ‘Wholesale’
  3. Click ‘Add new category’
Create wholesale product category in WooCommerce

Assign our wholesale products

Now you just need to go through your wholesale products and assign them to the new category. You can do this quickly using WooCommerce’s bulk editing:

  1. Go to Products
  2. Check all the products you want to assign to the wholesale category
  3. Click ‘Edit’ then ‘Apply’
  4. Select the category
  5. Click ‘Update’
Bulk adding products to WooCommerce wholesale category

Assigning roles to customers

Now you need to ensure that you’ve assigned the correct role to your wholesale customers. Again, you do this in bulk:

  1. Go to Users
  2. Select multiple wholesale customers by selecting the checkbox next to their name
  3. From the ‘Change role to’ dropdown, select ‘Wholesale customer’
  4. Click the ‘Change’ button

All the selected users will now be assigned the ‘Wholesale customer’ user role.

You should read this article if you’d like to know how to automatically assign a user role when a customer makes a purchase.

Protecting the wholesale category using the WooCommerce Members Only plugin

We’ve got everything in place now to allow us to protect our wholesale category:

  1. Go to WooCommerce > Settings > Members Only
  2. Choose ‘User Role’ from the ‘Restriction Method’ field
  3. Select ‘Specified Categories’ from the ‘Restricted Content’ field
  4. Select the ‘Wholesale’ category in the ‘Restricted Categories’ field
  5. Choose the ‘Wholesale customer’ user role in the ‘Permitted User Roles’ field
  6. Click ‘Save changes’
WooCommerce protected wholesale category

Users who don’t have the ‘Wholesale customer’ user role will now not be able to access any products in the ‘Wholesale’ category.

Hiding the wholesale category

Note that with the current settings above, any non-wholesale customer will still be able to see the wholesale products in the shop. They just won’t be able to access them.

You may prefer to keep it this way. Letting retail customers see wholesale prices might encourage users to start buying more.

However, if you prefer to keep the wholesale category completed hidden from non-wholesale customers, you just need to check the ‘Hide in archives’ option in the Members Only settings.

WooCommerce hidden wholesale section

With this option selected, non-wholesale customers will not be aware of any wholesale products or categories on the site.

Extending the private wholesale area

So far, we’ve looked at hiding a single category of product from retail customers.

We could extend this type of wholesale store by creating multiple categories, each restricted to a certain customer type. Then we could offer different customer types different products and/or different prices.

You could opt to hide your entire store, not just one or more categories.

And you could take it even further by offering customer specific products.

Pros and cons of the private wholesale area

The advantage of a private wholesale area is that it’s quick and easy to set up. If you don’t have many products and/or if you’re offering different products to your wholesale customers, then it could work well for you.

The disadvantages are that:

  • It could be quite time-consuming to manage, particularly if you have a lot of products
  • There’s no scope for multiple pricing tiers

Also, if you’re selling the same products to wholesale and retail customers, you can’t really use this private category method to hide wholesale products – because you also want retail customers to access them. You just want to be able to charge different prices.

So how do we do this? It’s time to make our two plugins start working together.

Option three: multi-tiered wholesale store

Let’s put together what we’ve learned from our first two methods to create a wholesale store that has different pricing levels for different customers and which is easier to manage than a protected wholesale area.

In this method, we’re offering the same products to everyone, with the WooCommerce wholesale prices set according to user role.

Multi-tiered sounds complex but really all we mean by a ‘multi-tiered’ wholesale store is that:

  • We might have different wholesale customer roles, so some of our customers will have a better price than others, and they’ll all be different from retail customers
  • There might be several discount tiers based on quantity
  • We can combine user role pricing and bulk pricing discounts

You can take a look at the demo to see how our wholesale store works in real life.

Our multi-tiered wholesale store’s features

In our scenario, we’re selling fitness equipment and fashion. We’ve got three types of customer:

  • Standard customer – anyone can purchase items from our site at our retail prices
  • Wholesale customer – wholesale customers will need to log in to their account to see their preferential wholesale prices
  • Elite customer – we’ve decided that some customers deserve even more preferential pricing

Furthermore, we’ll look at:

  • Applying bulk discounts to all customers in addition to any wholesale discounts they’re entitled to
  • Hiding prices from users who aren’t logged in
  • Displaying an alternative message to non-logged-in users
  • Approving or rejecting new user registrations

We haven’t got any hidden products or areas – all users can see the same products. They’ll just see different pricing depending on their role.

Before you start, make sure you have both Members Only and Fees and Discounts activated on your site.

Related Tutorial
There’s a dedicated tutorial on WooCommerce wholesale prices here

WooCommerce wholesale prices

How to create our wholesale user roles

So, as with our second option, we’re going to create a new user role for wholesale customers. In this case, we’re creating a user role for ‘Wholesale’ and one for ‘Elite’.

  1. Go to WooCommerce > Settings > Members Only > User roles
  2. Select the ‘Customer’ user role
  3. Enter a name for your new role, e.g. ‘Wholesale’
  4. Hit ‘Duplicate role’
  5. Repeat for ‘Elite’ customer role
Create WooCommerce wholesale customer user role with Members Only plugin

How to create rules for WooCommerce wholesale prices

With our new user roles set up, it’s a really simple task to set some rules for WooCommerce wholesale prices:

  1. Go to WooCommerce > Settings > Fees and Discounts
  2. Ensure ‘Enable User Role Pricing’ is checked
  3. Click ‘User Role Pricing’ in the sub menu
  4. Each user role is listed – you can set percentage or fixed discounts
WooCommerce user role pricing

In our example, you can see that we’re offering our wholesale customers a 20% discount and our elite customers a generous 30%.

There’s more information about WooCommerce user role pricing here.

Setting bulk discounts

As well as offering WooCommerce wholesale prices depending on user role, we’ll offer bulk discount pricing. This means that wholesale customer could benefit from two discounts – an automatic discount for their user role, and a second discount based on the quantity of product they buy.

To create bulk discounts:

  1. Go to WooCommerce > Settings > Fees and Discounts > Dynamic Pricing
  2. Choose ‘Add Rule’ and select ‘Bulk Pricing’ in ‘Offer type’
  3. Add as many tiers as you need for your pricing rules
Simple WooCommerce wholesale bulk pricing rules

Display discount pricing table

With bulk pricing enabled, you can choose to display a pricing table that shows the product price for each tier. Just select ‘Before Add to Cart Button’ from the ‘Pricing table’ setting.

WooCommerce discount pricing table

This is our WooCommerce wholesale store set up and ready to go. Let’s just look at some optional features we can add.

How to prevent non-logged in users from purchasing WooCommerce products

In our demo store, we’re happy to let anyone view our products. But maybe we don’t want to let everyone purchase products; we want to prevents users from making a purchase until they log in.

We can do this really easily with Members Only. To prevent users who aren’t logged in from purchasing products:

  1. Go to WooCommerce > Settings > Members Only
  2. Choose ‘Log In Status’ from ‘Restriction Method’
WooCommerce prevent users from purchasing products

Now users will still see the products in the shop and other archive pages but they won’t be able to add any to their cart.

How to add a message telling users to log in

We can tweak this by adding a message to users telling them to log in. On the settings page, add some text to the ‘Add To Cart Text’ field, e.g. ‘Please log in to purchase this item’.

WooCommerce log-in message

How to approve new customers in WooCommerce

You might want to approve (or reject) new users when they register on your site. You can do this easily with Members Only.

To approve new customers after registration in WooCommerce:

  1. Go to the Members Only settings page
  2. Check the ‘Enable User Approval’ field
WooCommerce user approval

With this option enabled, you’ll get an email every time a new customer registers. You’ll then need to either approve or reject the registration.

WooCommerce approve or reject user registrations

How to allow the user to choose their role when registering in WooCommerce

You might wish to allow the customer to choose their user role when they register on your site. You can do this by including an extra field in the registration form where the user can select the role they’re registering for.

WooCommerce wholesale user registration form

To add a role selection field to the WooCommerce registration form:

  • Go to WooCommerce > Settings > Members Only > Registration
  • Select ‘Enable Roles Field’
  • Choose which roles to include in the role selection field by checking the role in the ‘Include’ column
  • If you want to be able to approve some roles but allow others to be registered immediately, check the role in the ‘Needs approval’ column
Add role selection field to WooCommerce registration form

How to exempt some customers from tax

You might want to exempt your wholesale customers from any sales tax. You can do this easily:

  • Go to WooCommerce > Settings > Fees and Discounts > Tax
  • Enter the user roles that should be exempt from tax into the ‘Tax Exempt Roles’ field
  • Hit ‘Save changes’

Now, any user with a tax exempt role will not be charged tax.

WooCommerce tax exempt roles setting

Related Tutorial
Here’s a complete tutorial on how to exempt user roles from tax in WooCommerce

WooCommerce tax exempt user role

Bonus: Display your products in a table

When you’re running a wholesale store, you probably want to give your customers the option to purchase in bulk through an order form. The WooCommerce Product Table Ultimate plugin gives you that option.

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

Note that Product Table Ultimate is not included as part of the Wholesale Bundle Plugin.

Listing your products in a table allows your customers to select multiple products, choose their quantities, and add to cart all with one click.

WooCommerce wholesale product table

You can see this page in action here.

For more information on setting up a product table, take a look at this tutorial on how to display your products in a grid.

Related Tutorial
You can also take a look at this article on wholesale order forms

WooCommerce wholesale order form

Bonus #2: Setting minimum and maximum quantities and/or order amounts

Many wholesale stores need to ensure that customers order quantities and/or amounts within specific limits. For instance, you might want to make sure that customers order a minimum number of items in order to protect tight profit margins.

You can do this easily using the WooCommerce Minimum Maximum Quantity and Order plugin.

WooCommerce Minimum Maximum Quantity and Order

Maximise your store’s revenue by setting rules on quantity and values

Find Out More

There’s a tutorial here on setting minimum and maximum quantities for your WooCommerce store.

Defining different shipping methods for wholesale customers

Finally, you might want to enable different shipping methods for your wholesale customers. For instance, you might want to offer free shipping or local pickup just for your wholesale users.

If so, take a look at this article on WooCommerce role-based shipping methods. It walks through using the Members Only plugin to enable or restrict shipping methods based on user role.

WooCommerce wholesale tutorial – a recap

Okay, in this tutorial we’ve looked at how you can use the Fees and Discount plugin and/or the Members Only plugin to create different types of WooCommerce wholesale store.

We’ve looked at:

  • Setting differential wholesale prices in WooCommerce
  • Creating bulk pricing rules
  • Protecting or hiding some or all of your products from certain users
  • Creating multiple discount levels and user roles
  • How to set up user approvals for new registrations

Remember you can choose to purchase Fees and Discounts and Members Only separately, or pick them up together for a discount in the WooCommerce Wholesale Plugin Bundle:

WooCommerce Product Table Ultimate

List products in quick and easy order forms

Find Out More

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